Accurate 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 | $255K | Sell |
1,231
-1
| -0.1% | -$207 | 0.04% | 384 |
|
|
2025
Q1 | $228K | Buy |
1,232
+134
| +12% | +$24.8K | 0.04% | 345 |
|
|
2024
Q4 | $212K | Sell |
1,098
-4
| -0.4% | -$771 | 0.04% | 360 |
|
|
2024
Q3 | $221K | Sell |
1,102
-76
| -6% | -$15.2K | 0.04% | 347 |
|
|
2024
Q2 | $221K | Sell |
1,178
-160
| -12% | -$30.1K | 0.05% | 301 |
|
|
2024
Q1 | $233K | Buy |
+1,338
| New | +$233K | 0.07% | 253 |
|
|
2023
Q2 | – | Sell |
-1,424
| Closed | -$220K | – | 291 |
|
|
2023
Q1 | $220K | Sell |
1,424
-5
| -0.3% | -$773 | 0.08% | 231 |
|
|
2022
Q4 | $221K | Sell |
1,429
-1,171
| -45% | -$181K | 0.08% | 204 |
|
|
2022
Q3 | $363K | Buy |
2,600
+908
| +54% | +$127K | 0.15% | 119 |
|
|
2022
Q2 | $247K | Buy |
1,692
+38
| +2% | +$5.55K | 0.13% | 126 |
|
|
2022
Q1 | $268K | Buy |
1,654
+10
| +0.6% | +$1.62K | 0.12% | 130 |
|
|
2021
Q4 | $264K | Hold |
1,644
| – | – | 0.22% | 114 |
|
|
2021
Q3 | $260K | Buy |
1,644
+241
| +17% | +$38.1K | 0.23% | 112 |
|
|
2021
Q2 | $217K | Buy |
+1,403
| New | +$217K | 0.19% | 125 |
|