Petra Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
1,415
| – | – | 0.18% | 118 |
|
|
2025
Q1 | $274K | Hold |
1,415
| – | – | 0.23% | 95 |
|
|
2024
Q4 | $277K | Hold |
1,415
| – | – | 0.19% | 113 |
|
|
2024
Q3 | $280K | Sell |
1,415
-144
| -9% | -$28.5K | 0.18% | 116 |
|
|
2024
Q2 | $285K | Hold |
1,559
| – | – | 0.2% | 103 |
|
|
2024
Q1 | $285K | Hold |
1,559
| – | – | 0.21% | 103 |
|
|
2023
Q4 | $266K | Hold |
1,559
| – | – | 0.22% | 98 |
|
|
2023
Q3 | $242K | Hold |
1,559
| – | – | 0.2% | 107 |
|
|
2023
Q2 | $253K | Hold |
1,559
| – | – | 0.23% | 95 |
|
|
2023
Q1 | $240K | Hold |
1,559
| – | – | 0.24% | 71 |
|
|
2022
Q4 | $237K | Buy |
+1,559
| New | +$237K | 0.26% | 82 |
|