Bedel Financial Consulting’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
$628K Hold
3,068
0.09% 130
2025
Q1
$585K Buy
3,068
+367
+14% +$70K 0.08% 129
2024
Q4
$551K Buy
2,701
+419
+18% +$85.4K 0.08% 138
2024
Q3
$452K Sell
2,282
-41
-2% -$8.12K 0.06% 153
2024
Q2
$424K Buy
2,323
+20
+0.9% +$3.65K 0.06% 151
2024
Q1
$421K Hold
2,303
0.07% 153
2023
Q4
$392K Buy
2,303
+1
+0% +$170 0.07% 154
2023
Q3
$358K Hold
2,302
0.07% 155
2023
Q2
$374K Hold
2,302
0.08% 152
2023
Q1
$355K Buy
2,302
+69
+3% +$10.6K 0.09% 149
2022
Q4
$339K Buy
2,233
+22
+1% +$3.34K 0.08% 150
2022
Q3
$327K Buy
2,211
+40
+2% +$5.92K 0.09% 150
2022
Q2
$311K Hold
2,171
0.09% 147
2022
Q1
$352K Sell
2,171
-14
-0.6% -$2.27K 0.11% 127
2021
Q4
$375K Sell
2,185
-120
-5% -$20.6K 0.12% 126
2021
Q3
$354K Buy
2,305
+134
+6% +$20.6K 0.12% 127
2021
Q2
$336K Buy
2,171
+1,080
+99% +$167K 0.12% 128
2021
Q1
$160K Sell
1,091
-111
-9% -$16.3K 0.06% 197
2020
Q4
$170K Buy
1,202
+178
+17% +$25.2K 0.08% 166
2020
Q3
$132K Hold
1,024
0.07% 174
2020
Q2
$120K Hold
1,024
0.06% 175
2020
Q1
$106K Hold
1,024
0.07% 172
2019
Q4
$128K Hold
1,024
0.07% 184
2019
Q3
$122K Hold
1,024
0.07% 182
2019
Q2
$118K Hold
1,024
0.07% 184
2019
Q1
$112K Sell
1,024
-37
-3% -$4.05K 0.07% 181
2018
Q4
$104K Sell
1,061
-790
-43% -$77.4K 0.07% 176
2018
Q3
$197K Sell
1,851
-1,080
-37% -$115K 0.13% 134
2018
Q2
$298K Sell
2,931
-115
-4% -$11.7K 0.22% 100
2018
Q1
$308K Buy
3,046
+790
+35% +$79.9K 0.23% 91
2017
Q4
$230K Buy
+2,256
New +$230K 0.21% 117