Plan Group Financial’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 | $3.94M | Buy |
19,230
+2,651
| +16% | +$543K | 1.29% | 22 |
|
|
2025
Q1 | $3.22M | Buy |
16,579
+5,841
| +54% | +$1.13M | 1.15% | 21 |
|
|
2024
Q4 | $2.1M | Buy |
10,738
+1,398
| +15% | +$274K | 1.11% | 20 |
|
|
2024
Q3 | $1.85M | Buy |
9,340
+1,236
| +15% | +$245K | 0.98% | 21 |
|
|
2024
Q2 | $1.48M | Buy |
8,104
+4,927
| +155% | +$899K | 0.9% | 21 |
|
|
2024
Q1 | $580K | Buy |
3,177
+1,949
| +159% | +$356K | 0.38% | 46 |
|
|
2023
Q4 | $209K | Buy |
+1,228
| New | +$209K | 0.18% | 64 |
|