Angeles 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 | $1.75M | Sell |
8,572
-255
| -3% | -$52.2K | 0.12% | 62 |
|
|
2025
Q1 | $1.71M | Buy |
8,827
+1
| +0% | +$194 | 0.14% | 58 |
|
|
2024
Q4 | $1.73M | Sell |
8,826
-10
| -0.1% | -$1.96K | 0.14% | 58 |
|
|
2024
Q3 | $1.75M | Buy |
8,836
+1,251
| +16% | +$248K | 0.15% | 54 |
|
|
2024
Q2 | $1.38M | Buy |
7,585
+16
| +0.2% | +$2.92K | 0.13% | 60 |
|
|
2024
Q1 | $1.38M | Buy |
7,569
+94
| +1% | +$17.2K | 0.14% | 57 |
|
|
2023
Q4 | $1.27M | Buy |
7,475
+10
| +0.1% | +$1.7K | 0.16% | 56 |
|
|
2023
Q3 | $1.16M | Sell |
7,465
-505
| -6% | -$78.5K | 0.16% | 52 |
|
|
2023
Q2 | $1.29M | Buy |
7,970
+517
| +7% | +$84K | 0.18% | 57 |
|
|
2023
Q1 | $1.15M | Hold |
7,453
| – | – | 0.17% | 60 |
|
|
2022
Q4 | $1.13M | Buy |
7,453
+715
| +11% | +$109K | 0.2% | 60 |
|
|
2022
Q3 | $911K | Buy |
6,738
+1,024
| +18% | +$138K | 0.18% | 62 |
|
|
2022
Q2 | $820K | Buy |
5,714
+1,311
| +30% | +$188K | 0.16% | 71 |
|
|
2022
Q1 | $714K | Buy |
+4,403
| New | +$714K | 0.14% | 87 |
|