Trademark Financial Management’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
$1.11M Sell
2025
Q2
$1.12M Buy
2025
Q1
$877K Buy
2024
Q4
$748K Buy
2024
Q3
$725K Buy
2024
Q2
$632K Sell
2024
Q1
$665K Sell
2023
Q4
$669K Buy