Teamwork Financial Advisors’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 | $388K | Buy |
1,897
+49
| +3% | +$10K | 0.05% | 128 |
|
|
2025
Q1 | $358K | Sell |
1,848
-3
| -0.2% | -$582 | 0.05% | 121 |
|
|
2024
Q4 | $362K | Buy |
1,851
+13
| +0.7% | +$2.55K | 0.05% | 128 |
|
|
2024
Q3 | $364K | Sell |
1,838
-49
| -3% | -$9.7K | 0.05% | 115 |
|
|
2024
Q2 | $344K | Sell |
1,887
-14
| -0.7% | -$2.56K | 0.05% | 104 |
|
|
2024
Q1 | $347K | Sell |
1,901
-56
| -3% | -$10.2K | 0.05% | 133 |
|
|
2023
Q4 | $333K | Sell |
1,957
-92
| -4% | -$15.7K | 0.06% | 135 |
|
|
2023
Q3 | $318K | Buy |
2,049
+58
| +3% | +$9.01K | 0.05% | 158 |
|
|
2023
Q2 | $323K | Buy |
1,991
+10
| +0.5% | +$1.63K | 0.05% | 151 |
|
|
2023
Q1 | $305K | Sell |
1,981
-54
| -3% | -$8.32K | 0.06% | 154 |
|
|
2022
Q4 | $309K | Buy |
+2,035
| New | +$309K | 0.06% | 156 |
|
|
2022
Q2 | – | Sell |
-6,310
| Closed | -$1.02M | – | 259 |
|
|
2022
Q1 | $1.02M | Sell |
6,310
-186
| -3% | -$30.2K | 0.19% | 97 |
|
|
2021
Q4 | $1.12M | Sell |
6,496
-169
| -3% | -$29K | 0.21% | 105 |
|
|
2021
Q3 | $1.02M | Buy |
6,665
+1,750
| +36% | +$269K | 0.2% | 94 |
|
|
2021
Q2 | $761K | Sell |
4,915
-4,034
| -45% | -$625K | 0.16% | 114 |
|
|
2021
Q1 | $1.32M | Buy |
8,949
+2,541
| +40% | +$374K | 0.31% | 62 |
|
|
2020
Q4 | $905K | Buy |
6,408
+2,990
| +87% | +$422K | 0.22% | 93 |
|
|
2020
Q3 | $440K | Sell |
3,418
-1,138
| -25% | -$146K | 0.14% | 126 |
|
|
2020
Q2 | $534K | Buy |
+4,556
| New | +$534K | 0.19% | 103 |
|