Amplius Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.54M | Sell |
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|
2025
Q2 | $5.64M | Buy |
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|
2025
Q1 | $5.34M | Sell |
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|
2024
Q4 | $5.43M | Sell |
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|
2024
Q3 | $5.53M | Sell |
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|
2024
Q2 | $5.22M | Buy |
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|
2024
Q1 | $5.16M | Sell |
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|
2023
Q4 | $5.57M | Sell |
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|
2023
Q3 | $5.16M | Sell |
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|
2023
Q2 | $5.61M | Sell |
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|
2023
Q1 | $5.43M | Sell |
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|
2022
Q4 | $5.79M | Buy |
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|
2022
Q3 | $5.11M | Sell |
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|
2022
Q2 | $5.49M | Sell |
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|
2022
Q1 | $8.72M | Sell |
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|
2021
Q4 | $9.43M | Buy |
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