United Advisor Group’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 | $437K | Sell |
2,133
-6
| -0.3% | -$1.23K | 0.08% | 246 |
|
|
2025
Q1 | $415K | Buy |
+2,139
| New | +$415K | 0.09% | 218 |
|
|
2024
Q4 | – | Sell |
-1,626
| Closed | -$322K | – | 398 |
|
|
2024
Q3 | $322K | Buy |
+1,626
| New | +$322K | 0.07% | 265 |
|
|
2024
Q1 | – | Sell |
-2,138
| Closed | -$366K | – | 214 |
|
|
2023
Q4 | $366K | Buy |
+2,138
| New | +$366K | 0.44% | 41 |
|