Sovereign Financial Group’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 | $1.38M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.11M | Buy |
|
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.13M | Sell |
|
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.14M | Buy |
|
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $989K | Sell |
|
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|
2023
Q2 | $1.11M | Sell |
|
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.78M | Sell |
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|
2021
Q4 | $3.57M | Buy |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $2.95M | Hold |
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|
2021
Q1 | $2.95M | Buy |
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|
2020
Q4 | $2.81M | Buy |
|