1776 Wealth’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 | $483K | Hold |
2,360
| – | – | 0.2% | 91 |
|
|
2025
Q1 | $458K | Sell |
2,360
-500
| -17% | -$97K | 0.21% | 92 |
|
|
2024
Q4 | $560K | Hold |
2,860
| – | – | 0.26% | 75 |
|
|
2024
Q3 | $566K | Hold |
2,860
| – | – | 0.25% | 79 |
|
|
2024
Q2 | $522K | Sell |
2,860
-800
| -22% | -$146K | 0.23% | 86 |
|
|
2024
Q1 | $668K | Hold |
3,660
| – | – | 0.32% | 58 |
|
|
2023
Q4 | $624K | Hold |
3,660
| – | – | 0.31% | 57 |
|
|
2023
Q3 | $569K | Hold |
3,660
| – | – | 0.3% | 57 |
|
|
2023
Q2 | $594K | Sell |
3,660
-5
| -0.1% | -$812 | 0.31% | 56 |
|
|
2023
Q1 | $564K | Hold |
3,665
| – | – | 0.34% | 52 |
|
|
2022
Q4 | $557K | Buy |
3,665
+5
| +0.1% | +$760 | 0.4% | 52 |
|
|
2022
Q3 | $495K | Sell |
3,660
-50
| -1% | -$6.76K | 0.38% | 49 |
|
|
2022
Q2 | $532K | Hold |
3,710
| – | – | 0.37% | 51 |
|
|
2022
Q1 | $602K | Hold |
3,710
| – | – | 0.35% | 52 |
|
|
2021
Q4 | $637K | Buy |
3,710
+71
| +2% | +$12.2K | 0.34% | 53 |
|
|
2021
Q3 | $559K | Hold |
3,639
| – | – | 0.32% | 50 |
|
|
2021
Q2 | $563K | Hold |
3,639
| – | – | 0.32% | 52 |
|
|
2021
Q1 | $535K | Hold |
3,639
| – | – | 0.34% | 52 |
|
|
2020
Q4 | $514K | Hold |
3,639
| – | – | 0.32% | 53 |
|
|
2020
Q3 | $468K | Hold |
3,639
| – | – | 0.34% | 47 |
|
|
2020
Q2 | $426K | Sell |
3,639
-3,699
| -50% | -$433K | 0.29% | 55 |
|
|
2020
Q1 | $837K | Buy |
7,338
+3,639
| +98% | +$415K | 0.35% | 46 |
|
|
2019
Q4 | $461K | Buy |
+3,699
| New | +$461K | 0.39% | 42 |
|