Beaird Harris 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 | $58.9K | Buy |
288
+79
| +38% | +$16.2K | ﹤0.01% | 233 |
|
|
2025
Q1 | $40.5K | Hold |
209
| – | – | ﹤0.01% | 240 |
|
|
2024
Q4 | $40.9K | Hold |
209
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $41.4K | Hold |
209
| – | – | ﹤0.01% | 240 |
|
|
2024
Q2 | $38.2K | Hold |
209
| – | – | ﹤0.01% | 244 |
|
|
2024
Q1 | $38.2K | Hold |
209
| – | – | ﹤0.01% | 221 |
|
|
2023
Q4 | $35.6K | Hold |
209
| – | – | ﹤0.01% | 208 |
|
|
2023
Q3 | $32.5K | Hold |
209
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $33.9K | Hold |
209
| – | – | ﹤0.01% | 193 |
|
|
2023
Q1 | $32.2K | Sell |
209
-7
| -3% | -$1.08K | 0.01% | 197 |
|
|
2022
Q4 | $32.8K | Hold |
216
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $29K | Buy |
216
+7
| +3% | +$940 | 0.01% | 202 |
|
|
2022
Q2 | $30K | Hold |
209
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $34K | Buy |
+209
| New | +$34K | 0.01% | 213 |
|