Resurgent 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 | $4.45M | Sell |
21,745
-200
| -0.9% | -$40.9K | 2.44% | 7 |
|
|
2025
Q1 | $4.26M | Buy |
21,945
+1,165
| +6% | +$226K | 2.56% | 6 |
|
|
2024
Q4 | $4.07M | Buy |
20,780
+438
| +2% | +$85.8K | 2.39% | 6 |
|
|
2024
Q3 | $4.03M | Buy |
20,342
+165
| +0.8% | +$32.7K | 2.36% | 7 |
|
|
2024
Q2 | $3.68M | Sell |
20,177
-12,785
| -39% | -$2.33M | 2.29% | 6 |
|
|
2024
Q1 | $6.02M | Buy |
32,962
+17,424
| +112% | +$3.18M | 3.21% | 4 |
|
|
2023
Q4 | $2.65M | Buy |
15,538
+64
| +0.4% | +$10.9K | 1.63% | 8 |
|
|
2023
Q3 | $2.4M | Buy |
15,474
+751
| +5% | +$117K | 1.64% | 9 |
|
|
2023
Q2 | $2.39M | Buy |
14,723
+1,567
| +12% | +$255K | 1.58% | 10 |
|
|
2023
Q1 | $2.03M | Buy |
13,156
+809
| +7% | +$125K | 1.35% | 11 |
|
|
2022
Q4 | $1.87M | Buy |
12,347
+28
| +0.2% | +$4.25K | 0.99% | 17 |
|
|
2022
Q3 | $1.67M | Buy |
12,319
+1,341
| +12% | +$181K | 1.11% | 17 |
|
|
2022
Q2 | $1.58M | Buy |
10,978
+406
| +4% | +$58.2K | 1.01% | 17 |
|
|
2022
Q1 | $1.71M | Buy |
10,572
+1,215
| +13% | +$197K | 1.06% | 18 |
|
|
2021
Q4 | $1.61M | Buy |
+9,357
| New | +$1.61M | 1.28% | 14 |
|