Capasso Planning Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $322K | Sell |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $368K | Buy |
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