Strategic Wealth Investment 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
$383K Buy
1,869
+196
+12% +$40.1K 0.55% 44
2025
Q1
$325K Sell
1,673
-2,160
-56% -$419K 0.56% 44
2024
Q4
$751K Buy
3,833
+638
+20% +$125K 0.08% 81
2024
Q3
$629K Buy
+3,195
New +$629K 0.07% 90