Summit Financial Wealth Advisors’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 | $1.08M | Buy |
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|
2025
Q2 | $959K | Buy |
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|
2025
Q1 | $905K | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $848K | Buy |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $695K | Hold |
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|
2023
Q1 | $659K | Hold |
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|
2022
Q4 | $650K | Hold |
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|
2022
Q3 | $625K | Hold |
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|
2022
Q2 | $637K | Buy |
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|
2022
Q1 | $694K | Hold |
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|
2021
Q4 | $737K | Buy |
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|
2021
Q3 | $648K | Hold |
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|
2021
Q2 | $653K | Hold |
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|
2021
Q1 | $595K | Sell |
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|
2020
Q4 | $631K | Buy |
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|
2020
Q3 | $563K | Sell |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $525K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $214K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Sell |
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|
2018
Q2 | $446K | Hold |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $578K | Sell |
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|
2017
Q3 | $856K | Sell |
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|
2017
Q2 | $892K | Sell |
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|
2017
Q1 | $1.05M | Sell |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $986K | Sell |
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|
2016
Q2 | $1.05M | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $1.06M | Buy |
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