Summit Asset Management’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 | $364K | Hold |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $208K | Buy |
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