Altus 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 | – | Sell |
-1,260
| Closed | -$244K | – | 42 |
|
|
2025
Q1 | $244K | Buy |
1,260
+12
| +1% | +$2.33K | 0.11% | 37 |
|
|
2024
Q4 | $244K | Hold |
1,248
| – | – | 0.11% | 38 |
|
|
2024
Q3 | $247K | Hold |
1,248
| – | – | 0.12% | 38 |
|
|
2024
Q2 | $228K | Sell |
1,248
-275
| -18% | -$50.2K | 0.11% | 40 |
|
|
2024
Q1 | $278K | Hold |
1,523
| – | – | 0.15% | 35 |
|
|
2023
Q4 | $260K | Hold |
1,523
| – | – | 0.16% | 35 |
|
|
2023
Q3 | $237K | Hold |
1,523
| – | – | 0.16% | 32 |
|
|
2023
Q2 | $247K | Sell |
1,523
-34
| -2% | -$5.52K | 0.2% | 28 |
|
|
2023
Q1 | $240K | Hold |
1,557
| – | – | 0.2% | 28 |
|
|
2022
Q4 | $236K | Buy |
+1,557
| New | +$236K | 0.21% | 24 |
|