Summit Investment Advisory Services’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 | $599K | Sell |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $581K | Buy |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $526K | Hold |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $570K | Buy |
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