Tilia Fiduciary Partners’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 | $394K | Buy |
1,925
+93
| +5% | +$19K | 0.24% | 86 |
|
|
2025
Q1 | $355K | Buy |
1,832
+208
| +13% | +$40.3K | 0.24% | 89 |
|
|
2024
Q4 | $318K | Sell |
1,624
-141
| -8% | -$27.6K | 0.22% | 90 |
|
|
2024
Q3 | $350K | Buy |
1,765
+350
| +25% | +$69.3K | 0.24% | 86 |
|
|
2024
Q2 | $258K | Sell |
1,415
-10
| -0.7% | -$1.83K | 0.2% | 88 |
|
|
2024
Q1 | $260K | Buy |
1,425
+27
| +2% | +$4.93K | 0.21% | 90 |
|
|
2023
Q4 | $238K | Buy |
1,398
+17
| +1% | +$2.9K | 0.22% | 92 |
|
|
2023
Q3 | $215K | Buy |
1,381
+29
| +2% | +$4.51K | 0.22% | 92 |
|
|
2023
Q2 | $220K | Buy |
1,352
+33
| +3% | +$5.36K | 0.2% | 90 |
|
|
2023
Q1 | $203K | Buy |
1,319
+47
| +4% | +$7.24K | 0.19% | 96 |
|
|
2022
Q4 | $193K | Buy |
1,272
+77
| +6% | +$11.7K | 0.19% | 99 |
|
|
2022
Q3 | $162K | Buy |
1,195
+46
| +4% | +$6.24K | 0.16% | 100 |
|
|
2022
Q2 | $165K | Buy |
1,149
+60
| +6% | +$8.62K | 0.16% | 103 |
|
|
2022
Q1 | $177K | Buy |
1,089
+30
| +3% | +$4.88K | 0.15% | 109 |
|
|
2021
Q4 | $182K | Buy |
+1,059
| New | +$182K | 0.15% | 107 |
|