Safir Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $9.94M | Buy |
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|
2024
Q3 | $9.8M | Buy |
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|
2024
Q2 | $8.99M | Sell |
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|
2024
Q1 | $9.02M | Buy |
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|
2023
Q4 | $8.04M | Sell |
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|
2023
Q3 | $7.4M | Sell |
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|
2023
Q2 | $7.86M | Buy |
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|
2023
Q1 | $7.04M | Sell |
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|
2022
Q4 | $7.18M | Sell |
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|
2022
Q3 | $6.46M | Sell |
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|
2022
Q2 | $6.88M | Sell |
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|
2022
Q1 | $7.87M | Sell |
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|
2021
Q4 | $8.35M | Sell |
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|
2021
Q3 | $7.72M | Buy |
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|
2021
Q2 | $7.76M | Buy |
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|
2021
Q1 | $7.3M | Sell |
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|
2020
Q4 | $7.03M | Buy |
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