Safeguard Investment Advisory Group’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 | $3.77M | Sell |
18,420
-81
| -0.4% | -$16.6K | 0.94% | 15 |
|
|
2025
Q1 | $3.59M | Sell |
18,501
-198
| -1% | -$38.4K | 0.98% | 15 |
|
|
2024
Q4 | $3.66M | Sell |
18,699
-636
| -3% | -$125K | 1% | 13 |
|
|
2024
Q3 | $3.83M | Sell |
19,335
-813
| -4% | -$161K | 1.09% | 12 |
|
|
2024
Q2 | $3.66M | Sell |
20,148
-1,052
| -5% | -$191K | 1.14% | 12 |
|
|
2024
Q1 | $3.87M | Sell |
21,200
-1,981
| -9% | -$362K | 1.31% | 11 |
|
|
2023
Q4 | $3.95M | Sell |
23,181
-1,016
| -4% | -$173K | 1.49% | 12 |
|
|
2023
Q3 | $3.76M | Sell |
24,197
-1,743
| -7% | -$271K | 1.64% | 12 |
|
|
2023
Q2 | $4.21M | Sell |
25,940
-7,085
| -21% | -$1.15M | 1.8% | 12 |
|
|
2023
Q1 | $5.09M | Sell |
33,025
-67,087
| -67% | -$10.3M | 2.45% | 8 |
|
|
2022
Q4 | $15.2M | Buy |
100,112
+5,347
| +6% | +$812K | 9.37% | 2 |
|
|
2022
Q3 | $12.8M | Buy |
94,765
+20,086
| +27% | +$2.71M | 8.77% | 2 |
|
|
2022
Q2 | $12.1M | Hold |
74,679
| – | – | 7.45% | 2 |
|
|
2022
Q1 | $12.1M | Buy |
74,679
+5,140
| +7% | +$834K | 8.26% | 2 |
|
|
2021
Q4 | $11.9M | Buy |
69,539
+2,159
| +3% | +$371K | 6.97% | 2 |
|
|
2021
Q3 | $10.3M | Buy |
67,380
+4,985
| +8% | +$766K | 6.7% | 2 |
|
|
2021
Q2 | $9.66M | Buy |
62,395
+9,640
| +18% | +$1.49M | 6.88% | 2 |
|
|
2021
Q1 | $7.76M | Buy |
52,755
+26,217
| +99% | +$3.86M | 6.93% | 2 |
|
|
2020
Q4 | $3.75M | Buy |
+26,538
| New | +$3.75M | 3.32% | 5 |
|