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 |
|