Axis Wealth Partners’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
$3.17M Sell
15,471
-418
-3% -$85.5K 2.08% 11
2025
Q1
$3.08M Buy
15,889
+997
+7% +$193K 2.28% 8
2024
Q4
$2.92M Buy
+14,892
New +$2.92M 2.46% 7