Provenance Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55.6M Sell
2025
Q1
$62.5M Sell
2024
Q4
$64M Sell
2024
Q3
$64.8M Sell
2024
Q2
$60M Sell
2024
Q1
$60.5M Sell
2023
Q4
$58.1M Sell
2023
Q3
$54.3M Buy