SFS
Security Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
48,937
-243
| -0.5% | -$49.7K | 1.77% | 16 |
|
|
2025
Q1 | $9.54M | Sell |
49,180
-6,225
| -11% | -$1.21M | 1.89% | 15 |
|
|
2024
Q4 | $10.8M | Sell |
55,405
-1,660
| -3% | -$325K | 2.21% | 11 |
|
|
2024
Q3 | $11.3M | Buy |
57,065
+3,460
| +6% | +$685K | 2.3% | 13 |
|
|
2024
Q2 | $9.79M | Buy |
53,605
+1,377
| +3% | +$251K | 2.13% | 12 |
|
|
2024
Q1 | $9.54M | Sell |
52,228
-114
| -0.2% | -$20.8K | 2.15% | 12 |
|
|
2023
Q4 | $8.92M | Sell |
52,342
-226
| -0.4% | -$38.5K | 2.19% | 10 |
|
|
2023
Q3 | $8.17M | Sell |
52,568
-9
| -0% | -$1.4K | 2.31% | 10 |
|
|
2023
Q2 | $8.54M | Sell |
52,577
-919
| -2% | -$149K | 2.42% | 8 |
|
|
2023
Q1 | $8.24M | Sell |
53,496
-788
| -1% | -$121K | 2.5% | 9 |
|
|
2022
Q4 | $8.24M | Sell |
54,284
-323
| -0.6% | -$49K | 2.56% | 6 |
|
|
2022
Q3 | $7.38M | Buy |
54,607
+647
| +1% | +$87.5K | 2.52% | 9 |
|
|
2022
Q2 | $7.74M | Sell |
53,960
-579
| -1% | -$83.1K | 2.47% | 7 |
|
|
2022
Q1 | $8.84M | Sell |
54,539
-1,177
| -2% | -$191K | 2.8% | 8 |
|
|
2021
Q4 | $9.57M | Buy |
+55,716
| New | +$9.57M | 3.19% | 5 |
|