Burling Wealth Partners’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	$2.6M	Sell	12,711 -1,000	-7%	-$205K	0.48%	60
2025 Q1	$2.66M	Sell	13,711 -320	-2%	-$62.1K	0.56%	52
2024 Q4	$2.75M	Buy	+14,031	New	+$2.75M	0.56%	49