YHB Investment Advisors’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 | $663K | Hold |
3,238
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $628K | Sell |
3,238
-142
| -4% | -$27.5K | 0.05% | 188 |
|
|
2024
Q4 | $662K | Sell |
3,380
-1,709
| -34% | -$335K | 0.05% | 178 |
|
|
2024
Q3 | $1.01M | Sell |
5,089
-188
| -4% | -$37.2K | 0.08% | 147 |
|
|
2024
Q2 | $963K | Sell |
5,277
-960
| -15% | -$175K | 0.08% | 149 |
|
|
2024
Q1 | $1.14M | Sell |
6,237
-115
| -2% | -$21K | 0.1% | 144 |
|
|
2023
Q4 | $1.08M | Hold |
6,352
| – | – | 0.1% | 140 |
|
|
2023
Q3 | $987K | Sell |
6,352
-68
| -1% | -$10.6K | 0.09% | 146 |
|
|
2023
Q2 | $1.04M | Sell |
6,420
-172
| -3% | -$27.9K | 0.1% | 147 |
|
|
2023
Q1 | $1.02M | Hold |
6,592
| – | – | 0.1% | 144 |
|
|
2022
Q4 | $1M | Sell |
6,592
-350
| -5% | -$53.1K | 0.11% | 143 |
|
|
2022
Q3 | $938K | Buy |
6,942
+75
| +1% | +$10.1K | 0.1% | 145 |
|
|
2022
Q2 | $985K | Buy |
6,867
+424
| +7% | +$60.8K | 0.1% | 147 |
|
|
2022
Q1 | $1.05M | Sell |
6,443
-160
| -2% | -$26K | 0.09% | 156 |
|
|
2021
Q4 | $1.13M | Sell |
6,603
-125
| -2% | -$21.5K | 0.09% | 162 |
|
|
2021
Q3 | $1.03M | Hold |
6,728
| – | – | 0.09% | 161 |
|
|
2021
Q2 | $1.04M | Sell |
6,728
-675
| -9% | -$104K | 0.09% | 164 |
|
|
2021
Q1 | $1.13M | Sell |
7,403
-265
| -3% | -$40.6K | 0.1% | 158 |
|
|
2020
Q4 | $1.08M | Sell |
7,668
-445
| -5% | -$62.8K | 0.1% | 156 |
|
|
2020
Q3 | $1.04M | Buy |
+8,113
| New | +$1.04M | 0.11% | 154 |
|