Summit Financial’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 | $7.43M | Buy |
36,126
+3,606
| +11% | +$741K | 0.17% | 109 |
|
|
2025
Q1 | $6.31M | Buy |
32,520
+1,495
| +5% | +$290K | 0.18% | 112 |
|
|
2024
Q4 | $6.08M | Sell |
31,025
-1,662
| -5% | -$325K | 0.21% | 90 |
|
|
2024
Q3 | $6.5M | Buy |
32,687
+17,641
| +117% | +$3.51M | 0.25% | 69 |
|
|
2024
Q2 | $2.76M | Buy |
15,046
+8,690
| +137% | +$1.59M | 0.13% | 116 |
|
|
2024
Q1 | $1.16M | Buy |
6,356
+4,754
| +297% | +$868K | 0.07% | 170 |
|
|
2023
Q4 | $273K | Buy |
1,602
+117
| +8% | +$19.9K | 0.02% | 304 |
|
|
2023
Q3 | $232K | Buy |
1,485
+83
| +6% | +$13K | 0.02% | 308 |
|
|
2023
Q2 | $229K | Sell |
1,402
-38
| -3% | -$6.2K | 0.02% | 298 |
|
|
2023
Q1 | $222K | Buy |
+1,440
| New | +$222K | 0.02% | 238 |
|