Avaii 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 | $765K | Buy |
3,736
+22
| +0.6% | +$4.5K | 0.34% | 39 |
|
|
2025
Q1 | $721K | Buy |
3,714
+1
| +0% | +$194 | 0.38% | 36 |
|
|
2024
Q4 | $727K | Sell |
3,713
-52
| -1% | -$10.2K | 0.36% | 36 |
|
|
2024
Q3 | $746K | Sell |
3,765
-31
| -0.8% | -$6.14K | 0.38% | 36 |
|
|
2024
Q2 | $693K | Sell |
3,796
-4
| -0.1% | -$730 | 0.38% | 44 |
|
|
2024
Q1 | $694K | Sell |
3,800
-48
| -1% | -$8.76K | 0.41% | 43 |
|
|
2023
Q4 | $656K | Sell |
3,848
-99
| -3% | -$16.9K | 0.43% | 53 |
|
|
2023
Q3 | $613K | Sell |
3,947
-324
| -8% | -$50.3K | 0.46% | 47 |
|
|
2023
Q2 | $694K | Sell |
4,271
-116
| -3% | -$18.8K | 0.53% | 42 |
|
|
2023
Q1 | $676K | Buy |
4,387
+3
| +0.1% | +$462 | 0.59% | 39 |
|
|
2022
Q4 | $666K | Buy |
4,384
+8
| +0.2% | +$1.22K | 0.6% | 35 |
|
|
2022
Q3 | $591K | Sell |
4,376
-18
| -0.4% | -$2.43K | 0.61% | 36 |
|
|
2022
Q2 | $630K | Buy |
4,394
+394
| +10% | +$56.5K | 0.67% | 25 |
|
|
2022
Q1 | $649K | Buy |
4,000
+14
| +0.4% | +$2.27K | 0.6% | 27 |
|
|
2021
Q4 | $685K | Buy |
+3,986
| New | +$685K | 0.69% | 25 |
|