Catalyst Financial 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	$1.37M	Sell	6,701 -1	-0%	-$205	0.15%	57
2025 Q1	$1.3M	Buy	6,702 +76	+1%	+$14.7K	0.24%	51
2024 Q4	$1.3M	Hold	6,626	–	–	0.24%	52
2024 Q3	$1.31M	Buy	6,626 +50	+0.8%	+$9.9K	0.26%	51
2024 Q2	$1.2M	Buy	+6,576	New	+$1.2M	0.26%	50