Balanced Wealth Group’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 | $789K | Buy |
3,828
+15
| +0.4% | +$3.09K | 0.34% | 32 |
|
|
2025
Q1 | $740K | Sell |
3,813
-1,373
| -26% | -$266K | 0.36% | 31 |
|
|
2024
Q4 | $1.05M | Buy |
5,186
+26
| +0.5% | +$5.26K | 0.47% | 27 |
|
|
2024
Q3 | $1.02M | Sell |
5,160
-1,191
| -19% | -$236K | 0.45% | 27 |
|
|
2024
Q2 | $1.16M | Sell |
6,351
-618
| -9% | -$113K | 0.53% | 25 |
|
|
2024
Q1 | $1.26M | Buy |
6,969
+219
| +3% | +$39.5K | 0.56% | 26 |
|
|
2023
Q4 | $1.15M | Buy |
+6,750
| New | +$1.15M | 0.6% | 28 |
|