PRI
Prepared Retirement Institute’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Sell |
103,377
-2,448
| -2% | -$501K | 12.47% | 1 |
|
|
2025
Q1 | $20.5M | Sell |
105,825
-12,623
| -11% | -$2.45M | 13.1% | 1 |
|
|
2024
Q4 | $23.2M | Buy |
118,448
+11,064
| +10% | +$2.17M | 13.24% | 1 |
|
|
2024
Q3 | $21.3M | Buy |
107,384
+6,013
| +6% | +$1.19M | 12.87% | 1 |
|
|
2024
Q2 | $18.5M | Buy |
101,371
+7,821
| +8% | +$1.43M | 12.27% | 1 |
|
|
2024
Q1 | $17.1M | Sell |
93,550
-716
| -0.8% | -$131K | 12.75% | 1 |
|
|
2023
Q4 | $16.1M | Buy |
+94,266
| New | +$16.1M | 12.03% | 1 |
|