Summit Financial Strategies’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
2023
Q3
Sell
-1,235
Closed -$201K 132
2023
Q2
$201K Buy
+1,235
New +$201K 0.04% 121