Adapt Wealth 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 | $699K | Hold |
3,415
| – | – | 0.31% | 36 |
|
|
2025
Q1 | $662K | Sell |
3,415
-5
| -0.1% | -$970 | 0.32% | 35 |
|
|
2024
Q4 | $670K | Hold |
3,420
| – | – | 0.33% | 39 |
|
|
2024
Q3 | $677K | Sell |
3,420
-146
| -4% | -$28.9K | 0.36% | 38 |
|
|
2024
Q2 | $651K | Buy |
3,566
+125
| +4% | +$22.8K | 0.41% | 39 |
|
|
2024
Q1 | $628K | Buy |
+3,441
| New | +$628K | 0.45% | 31 |
|