Sax Wealth Advisors’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 | $3.25M | Buy |
15,897
+1,028
| +7% | +$210K | 0.2% | 74 |
|
|
2025
Q1 | $2.88M | Buy |
14,869
+238
| +2% | +$46.2K | 0.21% | 72 |
|
|
2024
Q4 | $2.87M | Buy |
14,631
+621
| +4% | +$122K | 0.22% | 58 |
|
|
2024
Q3 | $2.77M | Buy |
14,010
+29
| +0.2% | +$5.74K | 0.25% | 52 |
|
|
2024
Q2 | $2.55M | Sell |
13,981
-1,515
| -10% | -$277K | 0.24% | 54 |
|
|
2024
Q1 | $2.83M | Buy |
15,496
+1,469
| +10% | +$268K | 0.33% | 37 |
|
|
2023
Q4 | $2.39M | Buy |
14,027
+3
| +0% | +$511 | 0.39% | 47 |
|
|
2023
Q3 | $2.18M | Buy |
14,024
+816
| +6% | +$127K | 0.43% | 43 |
|
|
2023
Q2 | $2.15M | Buy |
13,208
+888
| +7% | +$144K | 0.43% | 42 |
|
|
2023
Q1 | $1.9M | Buy |
12,320
+241
| +2% | +$37.1K | 0.41% | 44 |
|
|
2022
Q4 | $1.83M | Sell |
12,079
-1,610
| -12% | -$244K | 0.42% | 42 |
|
|
2022
Q3 | $1.85M | Buy |
13,689
+1
| +0% | +$135 | 0.48% | 40 |
|
|
2022
Q2 | $1.96M | Sell |
13,688
-298
| -2% | -$42.8K | 0.5% | 37 |
|
|
2022
Q1 | $2.27M | Sell |
13,986
-589
| -4% | -$95.5K | 0.55% | 37 |
|
|
2021
Q4 | $2.5M | Buy |
14,575
+762
| +6% | +$131K | 0.52% | 38 |
|
|
2021
Q3 | $2.12M | Sell |
13,813
-77
| -0.6% | -$11.8K | 0.5% | 40 |
|
|
2021
Q2 | $2.15M | Sell |
13,890
-12,039
| -46% | -$1.86M | 0.74% | 36 |
|
|
2021
Q1 | $3.81M | Buy |
25,929
+14,278
| +123% | +$2.1M | 1.4% | 19 |
|
|
2020
Q4 | $1.65M | Buy |
+11,651
| New | +$1.65M | 0.76% | 38 |
|