Souders Financial Advisors’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 | $8.86M | Buy |
43,270
+1,096
| +3% | +$224K | 1.13% | 26 |
|
|
2025
Q1 | $8.18M | Sell |
42,174
-3,501
| -8% | -$679K | 1.14% | 26 |
|
|
2024
Q4 | $8.94M | Sell |
45,675
-5,263
| -10% | -$1.03M | 1.25% | 20 |
|
|
2024
Q3 | $10.1M | Buy |
50,938
+512
| +1% | +$101K | 1.41% | 18 |
|
|
2024
Q2 | $9.21M | Buy |
50,426
+1,687
| +3% | +$308K | 1.39% | 19 |
|
|
2024
Q1 | $8.9M | Buy |
48,739
+654
| +1% | +$119K | 1.4% | 18 |
|
|
2023
Q4 | $8.19M | Buy |
48,085
+1,011
| +2% | +$172K | 1.4% | 18 |
|
|
2023
Q3 | $7.31M | Buy |
47,074
+855
| +2% | +$133K | 1.4% | 19 |
|
|
2023
Q2 | $7.51M | Buy |
46,219
+2,683
| +6% | +$436K | 1.43% | 19 |
|
|
2023
Q1 | $6.7M | Sell |
43,536
-8,427
| -16% | -$1.3M | 1.42% | 18 |
|
|
2022
Q4 | $7.89M | Buy |
51,963
+1,534
| +3% | +$233K | 1.8% | 12 |
|
|
2022
Q3 | $6.82M | Buy |
50,429
+166
| +0.3% | +$22.4K | 1.85% | 11 |
|
|
2022
Q2 | $7.21M | Buy |
50,263
+2,042
| +4% | +$293K | 2.07% | 10 |
|
|
2022
Q1 | $7.82M | Buy |
48,221
+2,346
| +5% | +$380K | 2.26% | 9 |
|
|
2021
Q4 | $7.88M | Buy |
45,875
+1,427
| +3% | +$245K | 2.26% | 8 |
|
|
2021
Q3 | $6.83M | Buy |
44,448
+750
| +2% | +$115K | 2.2% | 8 |
|
|
2021
Q2 | $6.76M | Sell |
43,698
-4
| -0% | -$619 | 2.28% | 8 |
|
|
2021
Q1 | $6.43M | Sell |
43,702
-19,813
| -31% | -$2.91M | 2.52% | 8 |
|
|
2020
Q4 | $8.97M | Buy |
63,515
+1,843
| +3% | +$260K | 3.91% | 6 |
|
|
2020
Q3 | $8.44M | Buy |
61,672
+4,292
| +7% | +$587K | 3.99% | 6 |
|
|
2020
Q2 | $6.72M | Buy |
57,380
+4,145
| +8% | +$486K | 3.85% | 6 |
|
|
2020
Q1 | $5.5M | Buy |
+53,235
| New | +$5.5M | 4.86% | 5 |
|