Schaeffer Financial’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 | $700K | Buy |
3,422
+10
| +0.3% | +$2.05K | 0.68% | 9 |
|
|
2025
Q1 | $662K | Buy |
3,412
+2
| +0.1% | +$388 | 0.73% | 9 |
|
|
2024
Q4 | $668K | Sell |
3,410
-129
| -4% | -$25.3K | 0.67% | 10 |
|
|
2024
Q3 | $701K | Buy |
3,539
+18
| +0.5% | +$3.57K | 0.71% | 9 |
|
|
2024
Q2 | $643K | Sell |
3,521
-58
| -2% | -$10.6K | 0.7% | 10 |
|
|
2024
Q1 | $654K | Sell |
3,579
-15
| -0.4% | -$2.74K | 0.65% | 10 |
|
|
2023
Q4 | $612K | Buy |
+3,594
| New | +$612K | 0.65% | 10 |
|
|
2022
Q3 | $4.33M | Sell |
32,003
-721
| -2% | -$97.5K | 8.04% | 6 |
|
|
2022
Q2 | $4.7M | Sell |
32,724
-1,049
| -3% | -$151K | 7.62% | 7 |
|
|
2022
Q1 | $5.48M | Sell |
33,773
-1,530
| -4% | -$248K | 7.39% | 7 |
|
|
2021
Q4 | $6.06M | Buy |
+35,303
| New | +$6.06M | 7.67% | 6 |
|