Shum 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
Q1
$321K Buy
1,657
+39
+2% +$7.57K 0.28% 80
2024
Q4
$317K Buy
1,618
+38
+2% +$7.44K 0.27% 76
2024
Q3
$318K Buy
+1,580
New +$318K 0.27% 80