Rollins 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 | $605K | Sell |
2,958
-168
| -5% | -$34.4K | 0.1% | 75 |
|
2025
Q1 | $606K | Buy |
3,126
+74
| +2% | +$14.4K | 0.11% | 72 |
|
2024
Q4 | $598K | Buy |
3,052
+77
| +3% | +$15.1K | 0.09% | 74 |
|
2024
Q3 | $589K | Buy |
2,975
+22
| +0.7% | +$4.36K | 0.1% | 72 |
|
2024
Q2 | $539K | Sell |
2,953
-43
| -1% | -$7.85K | 0.09% | 72 |
|
2024
Q1 | $547K | Hold |
2,996
| – | – | 0.1% | 68 |
|
2023
Q4 | $511K | Buy |
+2,996
| New | +$511K | 0.11% | 65 |
|