RA
Rise Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Hold |
2,774
| – | – | 0.23% | 40 |
|
|
2025
Q1 | $538K | Buy |
2,774
+420
| +18% | +$81.5K | 0.24% | 37 |
|
|
2024
Q4 | $461K | Buy |
2,354
+20
| +0.9% | +$3.92K | 0.22% | 45 |
|
|
2024
Q3 | $462K | Buy |
2,334
+12
| +0.5% | +$2.38K | 0.22% | 48 |
|
|
2024
Q2 | $424K | Buy |
2,322
+20
| +0.9% | +$3.65K | 0.22% | 48 |
|
|
2024
Q1 | $420K | Sell |
2,302
-219
| -9% | -$40K | 0.22% | 45 |
|
|
2023
Q4 | $430K | Sell |
2,521
-202
| -7% | -$34.4K | 0.3% | 30 |
|
|
2023
Q3 | $423K | Buy |
2,723
+12
| +0.4% | +$1.87K | 0.34% | 27 |
|
|
2023
Q2 | $440K | Sell |
2,711
-80
| -3% | -$13K | 0.34% | 36 |
|
|
2023
Q1 | $430K | Sell |
2,791
-95
| -3% | -$14.6K | 0.32% | 36 |
|
|
2022
Q4 | $438K | Buy |
2,886
+16
| +0.6% | +$2.43K | 0.35% | 35 |
|
|
2022
Q3 | $388K | Buy |
2,870
+14
| +0.5% | +$1.89K | 0.32% | 36 |
|
|
2022
Q2 | $410K | Buy |
2,856
+14
| +0.5% | +$2.01K | 0.41% | 35 |
|
|
2022
Q1 | $461K | Buy |
2,842
+13
| +0.5% | +$2.11K | 0.42% | 36 |
|
|
2021
Q4 | $486K | Buy |
+2,829
| New | +$486K | 0.46% | 34 |
|