Valley Forge Investment Consultants’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 | $1.94M | Sell |
9,500
-89
| -0.9% | -$18.2K | 0.62% | 17 |
|
|
2025
Q1 | $1.86M | Sell |
9,589
-649
| -6% | -$126K | 0.66% | 17 |
|
|
2024
Q4 | $2M | Sell |
10,238
-88
| -0.9% | -$17.2K | 0.69% | 18 |
|
|
2024
Q3 | $2.05M | Sell |
10,326
-51
| -0.5% | -$10.1K | 0.71% | 17 |
|
|
2024
Q2 | $1.89M | Buy |
10,377
+1,446
| +16% | +$264K | 0.72% | 18 |
|
|
2024
Q1 | $1.63M | Buy |
8,931
+104
| +1% | +$19K | 0.64% | 18 |
|
|
2023
Q4 | $1.5M | Sell |
8,827
-79
| -0.9% | -$13.5K | 0.67% | 18 |
|
|
2023
Q3 | $1.38M | Sell |
8,906
-274
| -3% | -$42.6K | 0.63% | 21 |
|
|
2023
Q2 | $1.49M | Sell |
9,180
-245
| -3% | -$39.8K | 0.73% | 19 |
|
|
2023
Q1 | $1.45M | Sell |
9,425
-399
| -4% | -$61.5K | 0.75% | 20 |
|
|
2022
Q4 | $1.49M | Sell |
9,824
-153
| -2% | -$23.2K | 0.79% | 17 |
|
|
2022
Q3 | $1.35M | Buy |
9,977
+21
| +0.2% | +$2.84K | 0.74% | 19 |
|
|
2022
Q2 | $1.43M | Sell |
9,956
-204
| -2% | -$29.3K | 0.71% | 20 |
|
|
2022
Q1 | $1.65M | Sell |
10,160
-315
| -3% | -$51.1K | 0.68% | 23 |
|
|
2021
Q4 | $1.8M | Buy |
10,475
+805
| +8% | +$138K | 0.8% | 20 |
|
|
2021
Q3 | $1.49M | Buy |
9,670
+1,671
| +21% | +$257K | 0.8% | 23 |
|
|
2021
Q2 | $1.24M | Buy |
7,999
+156
| +2% | +$24.1K | 0.67% | 24 |
|
|
2021
Q1 | $1.15M | Sell |
7,843
-597
| -7% | -$87.8K | 0.79% | 21 |
|
|
2020
Q4 | $1.19M | Buy |
+8,440
| New | +$1.19M | 1.04% | 20 |
|