RTD 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 | $962K | Buy |
4,698
+145
| +3% | +$29.7K | 0.12% | 63 |
|
|
2025
Q1 | $883K | Hold |
4,553
| – | – | 0.12% | 66 |
|
|
2024
Q4 | $892K | Hold |
4,553
| – | – | 0.11% | 62 |
|
|
2024
Q3 | $902K | Sell |
4,553
-2
| -0% | -$396 | 0.11% | 67 |
|
|
2024
Q2 | $832K | Buy |
4,555
+900
| +25% | +$164K | 0.11% | 65 |
|
|
2024
Q1 | $667K | Hold |
3,655
| – | – | 0.09% | 68 |
|
|
2023
Q4 | $623K | Hold |
3,655
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $568K | Buy |
+3,655
| New | +$568K | 0.09% | 70 |
|