SAM
Synergy Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Hold |
3,668
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $712K | Sell |
3,668
-3,647
| -50% | -$707K | 0.09% | 103 |
|
|
2024
Q4 | $1.44M | Buy |
7,315
+3,697
| +102% | +$726K | 0.11% | 102 |
|
|
2024
Q3 | $717K | Sell |
3,618
-89
| -2% | -$17.6K | 0.11% | 89 |
|
|
2024
Q2 | $677K | Buy |
3,707
+89
| +2% | +$16.2K | 0.11% | 88 |
|
|
2024
Q1 | $661K | Sell |
3,618
-227
| -6% | -$41.5K | 0.11% | 86 |
|
|
2023
Q4 | $655K | Sell |
3,845
-11
| -0.3% | -$1.87K | 0.12% | 93 |
|
|
2023
Q3 | $599K | Buy |
+3,856
| New | +$599K | 0.12% | 87 |
|