Vantage Financial Partners (Wisconsin)’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 | $1.96M | Buy |
9,569
+113
| +1% | +$23.1K | 0.45% | 41 |
|
|
2025
Q1 | $1.83M | Sell |
9,456
-2,794
| -23% | -$542K | 0.46% | 32 |
|
|
2024
Q4 | $2.4M | Sell |
12,250
-2,654
| -18% | -$520K | 0.6% | 26 |
|
|
2024
Q3 | $2.95M | Sell |
14,904
-2,539
| -15% | -$503K | 0.73% | 18 |
|
|
2024
Q2 | $3.18M | Sell |
17,443
-4,339
| -20% | -$792K | 0.83% | 21 |
|
|
2024
Q1 | $3.98M | Buy |
21,782
+662
| +3% | +$121K | 1.07% | 19 |
|
|
2023
Q4 | $3.6M | Buy |
+21,120
| New | +$3.6M | 1.06% | 20 |
|