Sard Wealth Management 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 | $4.56M | Sell |
22,284
-42
| -0.2% | -$8.6K | 2.81% | 9 |
|
|
2025
Q1 | $4.33M | Buy |
22,326
+28
| +0.1% | +$5.43K | 2.9% | 9 |
|
|
2024
Q4 | $4.37M | Buy |
22,298
+265
| +1% | +$51.9K | 2.93% | 9 |
|
|
2024
Q3 | $4.36M | Buy |
22,033
+194
| +0.9% | +$38.4K | 2.88% | 9 |
|
|
2024
Q2 | $3.99M | Buy |
21,839
+3,484
| +19% | +$636K | 2.8% | 9 |
|
|
2024
Q1 | $3.35M | Buy |
18,355
+826
| +5% | +$151K | 3.03% | 10 |
|
|
2023
Q4 | $2.99M | Buy |
+17,529
| New | +$2.99M | 3.02% | 10 |
|