Safeguard Financial’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
$1.07M Sell
5,490
-88
-2% -$17.1K 0.23% 36
2024
Q4
$1.09M Sell
5,578
-127
-2% -$24.9K 0.24% 38
2024
Q3
$1.13M Buy
5,705
+49
+0.9% +$9.71K 0.27% 37
2024
Q2
$1.03M Buy
5,656
+148
+3% +$27K 0.29% 36
2024
Q1
$1.01M Sell
5,508
-54
-1% -$9.86K 0.33% 29
2023
Q4
$948K Buy
5,562
+891
+19% +$152K 0.36% 27
2023
Q3
$726K Sell
4,671
-975
-17% -$152K 0.35% 35
2023
Q2
$917K Sell
5,646
-587
-9% -$95.3K 0.44% 28
2023
Q1
$960K Sell
6,233
-610
-9% -$94K 0.58% 26
2022
Q4
$1.04M Sell
6,843
-1,128
-14% -$171K 0.74% 24
2022
Q3
$1.08M Buy
7,971
+367
+5% +$49.6K 1% 20
2022
Q2
$1.09M Buy
7,604
+1,084
+17% +$156K 1.3% 17
2022
Q1
$1.06M Buy
+6,520
New +$1.06M 1.58% 15