Private Client Services’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 | $322K | Hold |
1,572
| – | – | 0.13% | 140 |
|
2025
Q1 | $305K | Buy |
1,572
+6
| +0.4% | +$1.16K | 0.15% | 130 |
|
2024
Q4 | $307K | Sell |
1,566
-239
| -13% | -$46.8K | 0.16% | 120 |
|
2024
Q3 | $357K | Buy |
1,805
+5
| +0.3% | +$990 | 0.19% | 103 |
|
2024
Q2 | $329K | Sell |
1,800
-51
| -3% | -$9.31K | 0.21% | 90 |
|
2024
Q1 | $338K | Buy |
1,851
+29
| +2% | +$5.3K | 0.23% | 88 |
|
2023
Q4 | $310K | Buy |
+1,822
| New | +$310K | 0.25% | 101 |
|