Able Wealth Management’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 | $540K | Buy |
2,638
+1,425
| +117% | +$292K | 0.27% | 62 |
|
|
2025
Q1 | $235K | Buy |
1,213
+60
| +5% | +$11.6K | 0.14% | 87 |
|
|
2024
Q4 | $226K | Sell |
1,153
-173
| -13% | -$33.9K | 0.15% | 85 |
|
|
2024
Q3 | $263K | Hold |
1,326
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $242K | Hold |
1,326
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $242K | Buy |
1,326
+248
| +23% | +$45.3K | 0.21% | 78 |
|
|
2023
Q4 | $184K | Buy |
+1,078
| New | +$184K | 0.17% | 77 |
|