True Link Financial Advisors’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 | $28.3M | Buy |
138,197
+137,060
| +12,055% | +$28.1M | 1.95% | 14 |
|
|
2025
Q1 | $221K | Sell |
1,137
-162
| -12% | -$31.4K | 0.02% | 86 |
|
|
2024
Q4 | $254K | Buy |
1,299
+234
| +22% | +$45.8K | 0.02% | 63 |
|
|
2024
Q3 | $211K | Sell |
1,065
-79
| -7% | -$15.6K | 0.02% | 65 |
|
|
2024
Q2 | $209K | Sell |
1,144
-224
| -16% | -$40.9K | 0.02% | 62 |
|
|
2024
Q1 | $250K | Sell |
1,368
-397
| -22% | -$72.5K | 0.02% | 60 |
|
|
2023
Q4 | $301K | Sell |
1,765
-118
| -6% | -$20.1K | 0.03% | 50 |
|
|
2023
Q3 | $293K | Buy |
1,883
+83
| +5% | +$12.9K | 0.04% | 92 |
|
|
2023
Q2 | $292K | Sell |
1,800
-160
| -8% | -$26K | 0.04% | 101 |
|
|
2023
Q1 | $302K | Sell |
1,960
-225
| -10% | -$34.7K | 0.04% | 105 |
|
|
2022
Q4 | $332K | Buy |
2,185
+44
| +2% | +$6.68K | 0.05% | 95 |
|
|
2022
Q3 | $289K | Hold |
2,141
| – | – | 0.04% | 114 |
|
|
2022
Q2 | $307K | Hold |
2,141
| – | – | 0.05% | 108 |
|
|
2022
Q1 | $347K | Hold |
2,141
| – | – | 0.05% | 98 |
|
|
2021
Q4 | $368K | Hold |
2,141
| – | – | 0.05% | 140 |
|
|
2021
Q3 | $329K | Hold |
2,141
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $331K | Hold |
2,141
| – | – | 0.05% | 112 |
|
|
2021
Q1 | $315K | Hold |
2,141
| – | – | 0.05% | 153 |
|
|
2020
Q4 | $302K | Buy |
+2,141
| New | +$302K | 0.05% | 166 |
|