Trinity Financial Advisors’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 | $375K | Buy |
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|
2025
Q2 | $355K | Hold |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $464K | Buy |
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