Atlantic Private Wealth’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 | $54.6K | Hold |
267
| – | – | 0.04% | 99 |
|
|
2025
Q1 | $51.7K | Buy |
267
+2
| +0.8% | +$388 | 0.04% | 111 |
|
|
2024
Q4 | $52K | Buy |
265
+2
| +0.8% | +$392 | 0.04% | 86 |
|
|
2024
Q3 | $52.1K | Sell |
263
-34
| -11% | -$6.74K | 0.04% | 84 |
|
|
2024
Q2 | $54.2K | Hold |
297
| – | – | 0.04% | 62 |
|
|
2024
Q1 | $54.2K | Buy |
297
+2
| +0.7% | +$365 | 0.05% | 64 |
|
|
2023
Q4 | $50.3K | Buy |
295
+3
| +1% | +$512 | 0.05% | 65 |
|
|
2023
Q3 | $45.4K | Buy |
292
+1
| +0.3% | +$156 | 0.05% | 59 |
|
|
2023
Q2 | $47.3K | Sell |
291
-138
| -32% | -$22.4K | 0.05% | 59 |
|
|
2023
Q1 | $66.1K | Buy |
+429
| New | +$66.1K | 0.07% | 45 |
|