Blue Zone Wealth Advisors’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 | $493K | Buy |
2,410
+220
| +10% | +$45K | 0.12% | 73 |
|
|
2025
Q1 | $425K | Buy |
2,190
+519
| +31% | +$101K | 0.12% | 74 |
|
|
2024
Q4 | $327K | Buy |
1,671
+183
| +12% | +$35.8K | 0.09% | 85 |
|
|
2024
Q3 | $295K | Buy |
1,488
+222
| +18% | +$44K | 0.09% | 81 |
|
|
2024
Q2 | $231K | Buy |
+1,266
| New | +$231K | 0.08% | 80 |
|
|
2022
Q2 | – | Sell |
-1,905
| Closed | -$309K | – | 101 |
|
|
2022
Q1 | $309K | Buy |
+1,905
| New | +$309K | 0.12% | 79 |
|