Transamerica Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Transamerica Financial Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.57M	Sell	17,428 -288	-2%	-$58.9K	0.33%	75
2025 Q1	$3.44M	Buy	17,716 +803	+5%	+$156K	0.35%	75
2024 Q4	$3.31M	Buy	16,913 +1,818	+12%	+$356K	0.33%	79
2024 Q3	$2.99M	Sell	15,095 -261	-2%	-$51.7K	0.29%	88
2024 Q2	$2.8M	Hold	15,356	–	–	0.3%	85
2024 Q1	$2.81M	Sell	15,356 -41	-0.3%	-$7.49K	0.29%	90
2023 Q4	$2.62M	Sell	15,397 -6,717	-30%	-$1.14M	0.36%	45
2023 Q3	$3.44M	Sell	22,114 -1,539	-7%	-$239K	0.46%	37
2023 Q2	$3.84M	Buy	23,653 +79	+0.3%	+$12.8K	0.5%	39
2023 Q1	$3.63M	Buy	23,574 +6,500	+38%	+$1M	0.48%	34
2022 Q4	$2.59M	Sell	17,074 -530	-3%	-$80.5K	0.37%	49
2022 Q3	$2.38M	Buy	17,604 +7,089	+67%	+$958K	0.35%	44
2022 Q2	$1.51M	Buy	10,515 +10,495	+52,475%	+$1.51M	0.21%	68
2022 Q1	$4K	Sell	20 -35	-64%	-$7K	0.14%	49
2021 Q4	$10K	Hold	55	–	–	0.27%	43
2021 Q3	$9K	Hold	55	–	–	0.25%	44
2021 Q2	$9K	Hold	55	–	–	0.22%	46
2021 Q1	$9K	Hold	55	–	–	0.22%	47
2020 Q4	$8K	Sell	55 -1	-2%	-$145	0.17%	49
2020 Q3	$8K	Sell	56 -88,980	-100%	-$12.7M	0.15%	46
2020 Q2	$10.4M	Buy	89,036 +89,020	+556,375%	+$10.4M	2.29%	9
2020 Q1	$2K	Buy	+16	New	+$2K	0.04%	65
2019 Q3	–	Sell	-123,656	Closed	-$14.2M	–	508
2019 Q2	$14.2M	Buy	+123,656	New	+$14.2M	3.07%	5
2019 Q1	–	Sell	-92,039	Closed	-$9.02M	–	444
2018 Q4	$9.02M	Buy	92,039 +6,162	+7%	+$604K	2.31%	9
2018 Q3	$9.51M	Buy	85,877 +7,160	+9%	+$793K	2.02%	9
2018 Q2	$8M	Buy	78,717 +11,729	+18%	+$1.19M	1.77%	11
2018 Q1	$6.77M	Buy	+66,988	New	+$6.77M	1%	28
2016 Q2	–	Sell	-17,531	Closed	-$1.43M	–	698
2016 Q1	$1.43M	Buy	17,531 +1,505	+9%	+$122K	0.12%	145
2015 Q4	$1.25M	Sell	16,026 -37	-0.2%	-$2.88K	0.09%	153
2015 Q3	$1.19M	Buy	16,063 +2,998	+23%	+$221K	0.1%	143
2015 Q2	$1.03M	Buy	13,065 +1,585	+14%	+$125K	0.07%	174
2015 Q1	$924K	Buy	+11,480	New	+$924K	0.06%	177