Briaud 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 | $160K | Hold |
786
| – | – | 0.06% | 50 |
|
|
2025
Q1 | $152K | Hold |
786
| – | – | 0.06% | 44 |
|
|
2024
Q4 | $153K | Buy |
786
+41
| +6% | +$7.98K | 0.06% | 40 |
|
|
2024
Q3 | $147K | Hold |
745
| – | – | 0.08% | 33 |
|
|
2024
Q2 | $135K | Hold |
745
| – | – | 0.08% | 32 |
|
|
2024
Q1 | $137K | Buy |
+745
| New | +$137K | 0.08% | 31 |
|
|
2023
Q4 | – | Sell |
-745
| Closed | -$115K | – | 159 |
|
|
2023
Q3 | $115K | Buy |
+745
| New | +$115K | 0.09% | 33 |
|