Beacon Financial Planning’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 | $545K | Hold |
2,662
| – | – | 0.3% | 39 |
|
|
2025
Q1 | $516K | Hold |
2,662
| – | – | 0.3% | 38 |
|
|
2024
Q4 | $521K | Sell |
2,662
-46
| -2% | -$9.01K | 0.3% | 35 |
|
|
2024
Q3 | $536K | Buy |
2,708
+7
| +0.3% | +$1.39K | 0.33% | 27 |
|
|
2024
Q2 | $493K | Hold |
2,701
| – | – | 0.33% | 26 |
|
|
2024
Q1 | $493K | Buy |
2,701
+5
| +0.2% | +$913 | 0.34% | 26 |
|
|
2023
Q4 | $459K | Buy |
2,696
+14
| +0.5% | +$2.39K | 0.36% | 24 |
|
|
2023
Q3 | $417K | Buy |
2,682
+1
| +0% | +$155 | 0.36% | 18 |
|
|
2023
Q2 | $435K | Sell |
2,681
-525
| -16% | -$85.3K | 0.37% | 17 |
|
|
2023
Q1 | $494K | Buy |
3,206
+4
| +0.1% | +$616 | 0.46% | 16 |
|
|
2022
Q4 | $486K | Buy |
+3,202
| New | +$486K | 0.5% | 16 |
|