Triumph Capital 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 | $224K | Hold |
1,093
| – | – | 0.07% | 262 |
|
|
2025
Q1 | $212K | Buy |
+1,093
| New | +$212K | 0.07% | 258 |
|
|
2024
Q3 | – | Sell |
-1,141
| Closed | -$209K | – | 307 |
|
|
2024
Q2 | $209K | Sell |
1,141
-211
| -16% | -$38.7K | 0.08% | 224 |
|
|
2024
Q1 | $245K | Buy |
+1,352
| New | +$245K | 0.1% | 186 |
|
|
2023
Q3 | – | Sell |
-1,553
| Closed | -$253K | – | 254 |
|
|
2023
Q2 | $253K | Sell |
1,553
-95
| -6% | -$15.5K | 0.11% | 168 |
|
|
2023
Q1 | $254K | Sell |
1,648
-413
| -20% | -$63.6K | 0.13% | 149 |
|
|
2022
Q4 | $313K | Buy |
2,061
+15
| +0.7% | +$2.28K | 0.17% | 137 |
|
|
2022
Q3 | $277K | Buy |
2,046
+311
| +18% | +$42.1K | 0.15% | 138 |
|
|
2022
Q2 | $249K | Buy |
+1,735
| New | +$249K | 0.13% | 162 |
|
|
2022
Q1 | – | Sell |
-1,485
| Closed | -$255K | – | 253 |
|
|
2021
Q4 | $255K | Hold |
1,485
| – | – | 0.11% | 169 |
|
|
2021
Q3 | $228K | Buy |
1,485
+45
| +3% | +$6.91K | 0.11% | 167 |
|
|
2021
Q2 | $227K | Buy |
+1,440
| New | +$227K | 0.13% | 154 |
|