UFA
US Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $203K | Hold |
1,049
| – | – | 0.06% | 95 |
|
|
2024
Q4 | $205K | Buy |
+1,049
| New | +$205K | 0.06% | 85 |
|
|
2021
Q2 | – | Sell |
-6,056
| Closed | -$891K | – | 126 |
|
|
2021
Q1 | $891K | Sell |
6,056
-955
| -14% | -$141K | 0.25% | 57 |
|
|
2020
Q4 | $990K | Buy |
+7,011
| New | +$990K | 0.3% | 49 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$16K | – | 383 |
|
|
2016
Q1 | $16K | Sell |
200
-5,500
| -96% | -$440K | 0.03% | 178 |
|
|
2015
Q4 | $444K | Buy |
5,700
+200
| +4% | +$15.6K | 0.42% | 36 |
|
|
2015
Q3 | $406K | Hold |
5,500
| – | – | 0.67% | 28 |
|
|
2015
Q2 | $432K | Hold |
5,500
| – | – | 0.41% | 32 |
|
|
2015
Q1 | $443K | Buy |
5,500
+200
| +4% | +$16.1K | 0.4% | 33 |
|
|
2014
Q4 | $430K | Buy |
+5,300
| New | +$430K | 0.38% | 37 |
|