Summit Investment Advisory Services’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 | – | Sell |
-2,917
| Closed | -$566K | – | 106 |
|
|
2025
Q1 | $566K | Sell |
2,917
-33
| -1% | -$6.4K | 0.28% | 37 |
|
|
2024
Q4 | $578K | Sell |
2,950
-241
| -8% | -$47.2K | 0.3% | 38 |
|
|
2024
Q3 | $632K | Buy |
+3,191
| New | +$632K | 0.34% | 35 |
|
|
2024
Q2 | – | Sell |
-3,182
| Closed | -$581K | – | 92 |
|
|
2024
Q1 | $581K | Buy |
3,182
+170
| +6% | +$31K | 0.34% | 35 |
|
|
2023
Q4 | $513K | Sell |
3,012
-235
| -7% | -$40.1K | 0.32% | 37 |
|
|
2023
Q3 | $505K | Buy |
3,247
+9
| +0.3% | +$1.4K | 0.37% | 31 |
|
|
2023
Q2 | $526K | Hold |
3,238
| – | – | 0.35% | 30 |
|
|
2023
Q1 | $499K | Sell |
3,238
-515
| -14% | -$79.3K | 0.36% | 30 |
|
|
2022
Q4 | $570K | Buy |
+3,753
| New | +$570K | 0.69% | 23 |
|