Union Savings Bank’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
$1.08M Hold
5,228
0.49% 38
2025
Q1
$1.01M Sell
5,228
-424
-8% -$82.3K 0.5% 39
2024
Q4
$1.11M Hold
5,652
0.54% 38
2024
Q3
$1.12M Sell
5,652
-286
-5% -$56.6K 0.55% 40
2024
Q2
$1.08M Sell
5,938
-933
-14% -$170K 0.57% 34
2024
Q1
$1.25M Sell
6,871
-980
-12% -$179K 0.66% 31
2023
Q4
$1.34M Sell
7,851
-528
-6% -$90K 0.76% 27
2023
Q3
$1.3M Hold
8,379
0.81% 29
2023
Q2
$1.39M Buy
+8,379
New +$1.39M 0.83% 26