STAR Financial Bank’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 | – | Sell |
-1,185
| Closed | -$230K | – | 116 |
|
|
2025
Q1 | $230K | Sell |
1,185
-20
| -2% | -$3.88K | 0.17% | 96 |
|
|
2024
Q4 | $236K | Hold |
1,205
| – | – | 0.17% | 96 |
|
|
2024
Q3 | $239K | Sell |
1,205
-103
| -8% | -$20.4K | 0.16% | 110 |
|
|
2024
Q2 | $239K | Sell |
1,308
-43
| -3% | -$7.85K | 0.18% | 105 |
|
|
2024
Q1 | $247K | Hold |
1,351
| – | – | 0.21% | 85 |
|
|
2023
Q4 | $230K | Sell |
1,351
-830
| -38% | -$141K | 0.21% | 86 |
|
|
2023
Q3 | $339K | Hold |
2,181
| – | – | 0.35% | 69 |
|
|
2023
Q2 | $354K | Sell |
2,181
-125
| -5% | -$20.3K | 0.33% | 71 |
|
|
2023
Q1 | $355K | Sell |
2,306
-866
| -27% | -$133K | 0.35% | 66 |
|
|
2022
Q4 | $482K | Buy |
+3,172
| New | +$482K | 0.48% | 53 |
|