SOA Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1K | Hold |
313
| – | – | 0.01% | 327 |
|
|
2025
Q1 | $60.7K | Hold |
313
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $61.3K | Hold |
313
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $62K | Sell |
313
-105
| -25% | -$20.8K | 0.01% | 290 |
|
|
2024
Q2 | $76.3K | Buy |
418
+105
| +34% | +$19.2K | 0.02% | 269 |
|
|
2024
Q1 | $57.2K | Hold |
313
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $53.3K | Buy |
313
+283
| +943% | +$48.2K | 0.01% | 290 |
|
|
2023
Q3 | $4.66K | Hold |
30
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $4.87K | Hold |
30
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $4.62K | Hold |
30
| – | – | ﹤0.01% | 632 |
|
|
2022
Q4 | $4.56K | Hold |
30
| – | – | ﹤0.01% | 635 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 638 |
|
|
2022
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 732 |
|
|
2021
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 673 |
|
|
2021
Q3 | $4K | Sell |
30
-43
| -59% | -$5.73K | ﹤0.01% | 725 |
|
|
2021
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $10K | Buy |
73
+19
| +35% | +$2.6K | ﹤0.01% | 521 |
|
|
2020
Q4 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 571 |
|