Brown Miller 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 | $1.04M | Buy |
5,067
+59
| +1% | +$12.1K | 0.32% | 64 |
|
|
2025
Q1 | $971K | Sell |
5,008
-817
| -14% | -$158K | 0.34% | 61 |
|
|
2024
Q4 | $1.14M | Buy |
5,825
+718
| +14% | +$141K | 0.44% | 54 |
|
|
2024
Q3 | $1.01M | Sell |
5,107
-74
| -1% | -$14.7K | 0.39% | 54 |
|
|
2024
Q2 | $946K | Buy |
5,181
+175
| +3% | +$32K | 0.39% | 55 |
|
|
2024
Q1 | $914K | Buy |
5,006
+859
| +21% | +$157K | 0.4% | 55 |
|
|
2023
Q4 | $707K | Buy |
4,147
+10
| +0.2% | +$1.7K | 0.35% | 60 |
|
|
2023
Q3 | $643K | Buy |
4,137
+36
| +0.9% | +$5.6K | 0.36% | 60 |
|
|
2023
Q2 | $666K | Sell |
4,101
-481
| -10% | -$78.1K | 0.36% | 57 |
|
|
2023
Q1 | $706K | Sell |
4,582
-4,553
| -50% | -$701K | 0.42% | 56 |
|
|
2022
Q4 | $1.39M | Buy |
9,135
+4,805
| +111% | +$730K | 0.88% | 39 |
|
|
2022
Q3 | $585K | Sell |
4,330
-72
| -2% | -$9.73K | 0.41% | 58 |
|
|
2022
Q2 | $631K | Sell |
4,402
-1
| -0% | -$143 | 0.43% | 56 |
|
|
2022
Q1 | $714K | Buy |
4,403
+1
| +0% | +$162 | 0.41% | 58 |
|
|
2021
Q4 | $756K | Hold |
4,402
| – | – | 0.43% | 57 |
|
|
2021
Q3 | $676K | Buy |
4,402
+307
| +7% | +$47.1K | 0.42% | 57 |
|
|
2021
Q2 | $633K | Buy |
4,095
+197
| +5% | +$30.5K | 0.4% | 57 |
|
|
2021
Q1 | $573K | Sell |
3,898
-345
| -8% | -$50.7K | 0.41% | 59 |
|
|
2020
Q4 | $599K | Buy |
+4,243
| New | +$599K | 0.45% | 55 |
|