RS Crum Inc’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
Q1
$487K Buy
2,510
+227
+10% +$44K 0.13% 53
2024
Q4
$447K Buy
2,283
+85
+4% +$16.6K 0.11% 58
2024
Q3
$435K Hold
2,198
0.1% 60
2024
Q2
$401K Buy
+2,198
New +$401K 0.11% 57
2023
Q3
Sell
-2,298
Closed -$373K 80
2023
Q2
$373K Sell
2,298
-10
-0.4% -$1.62K 0.13% 53
2023
Q1
$355K Buy
2,308
+2
+0.1% +$308 0.14% 52
2022
Q4
$350K Sell
2,306
-495
-18% -$75.2K 0.16% 55
2022
Q3
$379K Sell
2,801
-356
-11% -$48.2K 0.2% 49
2022
Q2
$453K Buy
3,157
+57
+2% +$8.18K 0.23% 49
2022
Q1
$503K Buy
3,100
+444
+17% +$72K 0.28% 44
2021
Q4
$456K Buy
+2,656
New +$456K 0.25% 45