Trademark Financial Management’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 | $1.12M | Buy |
5,471
+950
| +21% | +$194K | 0.68% | 31 |
|
|
2025
Q1 | $877K | Buy |
4,521
+699
| +18% | +$136K | 0.67% | 37 |
|
|
2024
Q4 | $748K | Buy |
3,822
+163
| +4% | +$31.9K | 0.59% | 33 |
|
|
2024
Q3 | $725K | Buy |
3,659
+195
| +6% | +$38.6K | 0.57% | 36 |
|
|
2024
Q2 | $632K | Sell |
3,464
-179
| -5% | -$32.7K | 0.52% | 43 |
|
|
2024
Q1 | $665K | Sell |
3,643
-281
| -7% | -$51.3K | 0.55% | 43 |
|
|
2023
Q4 | $669K | Buy |
+3,924
| New | +$669K | 0.49% | 49 |
|