Sonora Investment Management 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
Q2 | $1.01M | Sell |
4,920
-392
| -7% | -$80.2K | 0.07% | 132 |
|
|
2025
Q1 | $1.03M | Buy |
5,312
+1,844
| +53% | +$358K | 0.08% | 127 |
|
|
2024
Q4 | $679K | Buy |
3,468
+64
| +2% | +$12.5K | 0.05% | 147 |
|
|
2024
Q3 | $674K | Sell |
3,404
-288
| -8% | -$57K | 0.05% | 150 |
|
|
2024
Q2 | $674K | Hold |
3,692
| – | – | 0.05% | 155 |
|
|
2024
Q1 | $674K | Sell |
3,692
-124
| -3% | -$22.6K | 0.05% | 155 |
|
|
2023
Q4 | $650K | Buy |
3,816
+7
| +0.2% | +$1.19K | 0.05% | 150 |
|
|
2023
Q3 | $592K | Buy |
3,809
+764
| +25% | +$119K | 0.05% | 153 |
|
|
2023
Q2 | $495K | Buy |
3,045
+721
| +31% | +$117K | 0.04% | 159 |
|
|
2023
Q1 | $358K | Sell |
2,324
-217
| -9% | -$33.4K | 0.03% | 190 |
|
|
2022
Q4 | $386K | Buy |
2,541
+489
| +24% | +$74.2K | 0.04% | 180 |
|
|
2022
Q3 | $294K | Hold |
2,052
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $294K | Buy |
2,052
+119
| +6% | +$17.1K | 0.03% | 190 |
|
|
2022
Q1 | $313K | Buy |
1,933
+727
| +60% | +$118K | 0.04% | 166 |
|
|
2021
Q4 | $207K | Buy |
+1,206
| New | +$207K | 0.02% | 199 |
|