Trek Financial’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
Q2 | $12.8M | Buy |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $3.08M | Buy |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $2.89M | Sell |
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|
2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $5.6M | Sell |
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|
2022
Q3 | $52.5M | Sell |
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|
2022
Q2 | $98.7M | Buy |
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|
2022
Q1 | $102M | Buy |
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|
2021
Q4 | $102M | Sell |
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|
2021
Q3 | $127M | Sell |
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|
2021
Q2 | $134M | Buy |
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|
2021
Q1 | $16M | Sell |
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|
2020
Q4 | $33M | Sell |
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|
2020
Q3 | $53.5M | Buy |
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|
2020
Q2 | $27.4M | Sell |
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|
2020
Q1 | $29.5M | Sell |
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|
2019
Q4 | $59.3M | Sell |
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|
2019
Q3 | $127M | Buy |
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|
2019
Q2 | $50.8M | Sell |
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|
2019
Q1 | $54.5M | Buy |
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|
2018
Q4 | $5.92M | Buy |
|