Southland Equity Partners’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 | $429K | Hold |
2,098
| – | – | 0.09% | 140 |
|
|
2025
Q1 | $407K | Buy |
2,098
+3
| +0.1% | +$582 | 0.09% | 144 |
|
|
2024
Q4 | $410K | Buy |
2,095
+6
| +0.3% | +$1.18K | 0.1% | 139 |
|
|
2024
Q3 | $414K | Buy |
2,089
+69
| +3% | +$13.7K | 0.1% | 138 |
|
|
2024
Q2 | $369K | Sell |
2,020
-1,278
| -39% | -$233K | 0.11% | 124 |
|
|
2024
Q1 | $602K | Hold |
3,298
| – | – | 0.17% | 82 |
|
|
2023
Q4 | $562K | Sell |
3,298
-81
| -2% | -$13.8K | 0.18% | 81 |
|
|
2023
Q3 | $525K | Sell |
3,379
-56
| -2% | -$8.7K | 0.18% | 79 |
|
|
2023
Q2 | $558K | Sell |
3,435
-31
| -0.9% | -$5.04K | 0.19% | 76 |
|
|
2023
Q1 | $534K | Buy |
3,466
+1,004
| +41% | +$155K | 0.21% | 80 |
|
|
2022
Q4 | $374K | Sell |
2,462
-93
| -4% | -$14.1K | 0.14% | 96 |
|
|
2022
Q3 | $345K | Buy |
2,555
+41
| +2% | +$5.54K | 0.17% | 96 |
|
|
2022
Q2 | $361K | Hold |
2,514
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $408K | Hold |
2,514
| – | – | 0.17% | 94 |
|
|
2021
Q4 | $432K | Hold |
2,514
| – | – | 0.18% | 89 |
|
|
2021
Q3 | $386K | Hold |
2,514
| – | – | 0.18% | 91 |
|
|
2021
Q2 | $389K | Buy |
2,514
+305
| +14% | +$47.2K | 0.18% | 88 |
|
|
2021
Q1 | $325K | Hold |
2,209
| – | – | 0.18% | 97 |
|
|
2020
Q4 | $312K | Buy |
+2,209
| New | +$312K | 0.21% | 86 |
|