SOA Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $197K | Buy |
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|
2025
Q2 | $64.1K | Hold |
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|
2025
Q1 | $60.7K | Hold |
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|
2024
Q4 | $61.3K | Hold |
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|
2024
Q3 | $62K | Sell |
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|
2024
Q2 | $76.3K | Buy |
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|
2024
Q1 | $57.2K | Hold |
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|
2023
Q4 | $53.3K | Buy |
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|
2023
Q3 | $4.66K | Hold |
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|
2023
Q2 | $4.87K | Hold |
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|
2023
Q1 | $4.62K | Hold |
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|
2022
Q4 | $4.56K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $7K | Buy |
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