Capasso Planning 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 | $315K | Sell |
1,537
-1,820
| -54% | -$373K | 0.18% | 64 |
|
|
2025
Q1 | $651K | Sell |
3,357
-196
| -6% | -$38K | 0.27% | 58 |
|
|
2024
Q4 | $696K | Sell |
3,553
-151
| -4% | -$29.6K | 0.28% | 55 |
|
|
2024
Q3 | $734K | Sell |
3,704
-579
| -14% | -$115K | 0.22% | 76 |
|
|
2024
Q2 | $782K | Buy |
4,283
+3,066
| +252% | +$560K | 0.25% | 66 |
|
|
2024
Q1 | $222K | Sell |
1,217
-469
| -28% | -$85.7K | 0.09% | 103 |
|
|
2023
Q4 | $287K | Sell |
1,686
-5
| -0.3% | -$852 | 0.13% | 83 |
|
|
2023
Q3 | $263K | Sell |
1,691
-20
| -1% | -$3.11K | 0.14% | 82 |
|
|
2023
Q2 | $278K | Sell |
1,711
-940
| -35% | -$153K | 0.15% | 79 |
|
|
2023
Q1 | $408K | Sell |
2,651
-292
| -10% | -$45K | 0.24% | 62 |
|
|
2022
Q4 | $447K | Buy |
2,943
+212
| +8% | +$32.2K | 0.28% | 56 |
|
|
2022
Q3 | $369K | Buy |
2,731
+66
| +2% | +$8.92K | 0.26% | 62 |
|
|
2022
Q2 | $382K | Sell |
2,665
-186
| -7% | -$26.7K | 0.27% | 59 |
|
|
2022
Q1 | $462K | Buy |
2,851
+711
| +33% | +$115K | 0.33% | 52 |
|
|
2021
Q4 | $368K | Buy |
+2,140
| New | +$368K | 0.27% | 55 |
|