Sage Financial 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 | $378K | Hold |
1,848
| – | – | 0.03% | 78 |
|
|
2025
Q1 | $358K | Sell |
1,848
-5
| -0.3% | -$970 | 0.03% | 83 |
|
|
2024
Q4 | $363K | Sell |
1,853
-5
| -0.3% | -$979 | 0.03% | 81 |
|
|
2024
Q3 | $368K | Sell |
1,858
-25
| -1% | -$4.95K | 0.03% | 82 |
|
|
2024
Q2 | $344K | Sell |
1,883
-918
| -33% | -$168K | 0.03% | 82 |
|
|
2024
Q1 | $511K | Sell |
2,801
-737
| -21% | -$135K | 0.05% | 63 |
|
|
2023
Q4 | $603K | Buy |
3,538
+792
| +29% | +$135K | 0.06% | 61 |
|
|
2023
Q3 | $427K | Sell |
2,746
-70
| -2% | -$10.9K | 0.05% | 64 |
|
|
2023
Q2 | $457K | Sell |
2,816
-550
| -16% | -$89.3K | 0.05% | 64 |
|
|
2023
Q1 | $518K | Sell |
3,366
-380
| -10% | -$58.5K | 0.06% | 62 |
|
|
2022
Q4 | $569K | Sell |
3,746
-360
| -9% | -$54.7K | 0.07% | 57 |
|
|
2022
Q3 | $555K | Hold |
4,106
| – | – | 0.08% | 54 |
|
|
2022
Q2 | $589K | Buy |
+4,106
| New | +$589K | 0.08% | 52 |
|
|
2016
Q1 | – | Sell |
-4,590
| Closed | -$357K | – | 62 |
|
|
2015
Q4 | $357K | Buy |
+4,590
| New | +$357K | 0.12% | 33 |
|
|
2014
Q1 | – | Sell |
-4,590
| Closed | -$345K | – | 53 |
|
|
2013
Q4 | $345K | Buy |
+4,590
| New | +$345K | 0.17% | 25 |
|