Castle Rock Wealth Management’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
Q3 | $446K | Sell |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $543K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $466K | Sell |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $220K | Buy |
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