Toth Financial Advisory’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 | $90.1K | Sell |
440
-52
| -11% | -$10.6K | 0.01% | 252 |
|
|
2025
Q1 | $95.4K | Hold |
492
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $96.3K | Sell |
492
-50
| -9% | -$9.79K | 0.01% | 239 |
|
|
2024
Q3 | $107K | Sell |
542
-5
| -0.9% | -$990 | 0.01% | 228 |
|
|
2024
Q2 | $99.9K | Hold |
547
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $99.9K | Hold |
547
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $93.2K | Buy |
547
+57
| +12% | +$9.71K | 0.01% | 242 |
|
|
2023
Q3 | $76.1K | Hold |
490
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $79.6K | Hold |
490
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $75.5K | Hold |
490
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $74.4K | Hold |
490
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $66K | Hold |
490
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $70K | Hold |
490
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $79K | Hold |
490
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $84K | Sell |
490
-307
| -39% | -$52.6K | 0.01% | 252 |
|
|
2021
Q3 | $122K | Hold |
797
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $123K | Buy |
797
+307
| +63% | +$47.4K | 0.02% | 209 |
|
|
2021
Q1 | $72K | Hold |
490
| – | – | 0.01% | 262 |
|
|
2020
Q4 | $69K | Hold |
490
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $63K | Hold |
490
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $57K | Hold |
490
| – | – | 0.01% | 219 |
|
|
2020
Q1 | $51K | Hold |
490
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $61K | Hold |
490
| – | – | 0.01% | 202 |
|
|
2019
Q3 | $59K | Hold |
490
| – | – | 0.01% | 222 |
|
|
2019
Q2 | $56K | Buy |
+490
| New | +$56K | 0.01% | 218 |
|
|
2018
Q1 | – | Sell |
-633
| Closed | -$65K | – | 465 |
|
|
2017
Q4 | $65K | Buy |
+633
| New | +$65K | 0.02% | 197 |
|
|
2017
Q2 | – | Sell |
-2,858
| Closed | -$257K | – | 135 |
|
|
2017
Q1 | $257K | Sell |
2,858
-2,030
| -42% | -$183K | 0.07% | 121 |
|
|
2016
Q4 | $416K | Sell |
4,888
-355
| -7% | -$30.2K | 0.12% | 114 |
|
|
2016
Q3 | $440K | Sell |
5,243
-585
| -10% | -$49.1K | 0.13% | 110 |
|
|
2016
Q2 | $485K | Sell |
5,828
-438
| -7% | -$36.5K | 0.15% | 103 |
|
|
2016
Q1 | $509K | Sell |
6,266
-1,915
| -23% | -$156K | 0.17% | 94 |
|
|
2015
Q4 | $636K | Sell |
8,181
-279
| -3% | -$21.7K | 0.21% | 79 |
|
|
2015
Q3 | $624K | Sell |
8,460
-1,715
| -17% | -$126K | 0.23% | 74 |
|
|
2015
Q2 | $800K | Buy |
10,175
+140
| +1% | +$11K | 0.27% | 74 |
|
|
2015
Q1 | $807K | Buy |
10,035
+2,573
| +34% | +$207K | 0.27% | 73 |
|
|
2014
Q4 | $606K | Buy |
7,462
+1,101
| +17% | +$89.4K | 0.21% | 87 |
|
|
2014
Q3 | $490K | Buy |
6,361
+230
| +4% | +$17.7K | 0.18% | 89 |
|
|
2014
Q2 | $478K | Buy |
6,131
+1,894
| +45% | +$148K | 0.18% | 87 |
|
|
2014
Q1 | $319K | Buy |
4,237
+420
| +11% | +$31.6K | 0.13% | 96 |
|
|
2013
Q4 | $287K | Buy |
3,817
+6
| +0.2% | +$451 | 0.12% | 94 |
|
|
2013
Q3 | $265K | Buy |
3,811
+406
| +12% | +$28.2K | 0.12% | 95 |
|
|
2013
Q2 | $225K | Buy |
+3,405
| New | +$225K | 0.11% | 97 |
|