Cedar 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
2024 Q4	–	Sell	-889	Closed	-$176K	–	254
2024 Q3	$176K	Sell	889 -47	-5%	-$8.95K	0.05%	110
2024 Q2	$171K	Sell	936 -6	-0.6%	-$1.08K	0.06%	108
2024 Q1	$172K	Sell	942 -3	-0.3%	-$527	0.06%	119
2023 Q4	$161K	Buy	945 +793	+522%	+$128K	0.06%	116
2023 Q3	$23.6K	Buy	152 +20	+15%	+$3.24K	0.01%	192
2023 Q2	$21.4K	Sell	132 -64	-33%	-$10K	0.01%	205
2023 Q1	$30.2K	Sell	196 -1,368	-87%	-$210K	0.01%	185
2022 Q4	$237K	Sell	1,564 -646	-29%	-$96.3K	0.12%	86
2022 Q3	$299K	Buy	2,210 +68	+3%	+$10.1K	0.15%	83
2022 Q2	$307K	Sell	2,142 -9	-0.4%	-$1.37K	0.14%	86
2022 Q1	$349K	Buy	2,151 +11	+0.5%	+$1.77K	0.14%	92
2021 Q4	$368K	Hold	2,140	–	–	0.15%	97
2021 Q3	$329K	Hold	2,140	–	–	0.15%	89
2021 Q2	$331K	Buy	+2,140	New	+$328K	0.15%	86
2020 Q1	–	Sell	-93	Closed	-$12K	–	239
2019 Q4	$12K	Hold	93	–	–	0.01%	140
2019 Q3	$11K	Hold	93	–	–	0.01%	128
2019 Q2	$11K	Hold	93	–	–	0.01%	148
2019 Q1	$10K	Hold	93	–	–	0.01%	145
2018 Q4	$9K	Hold	93	–	–	0.01%	133
2018 Q3	$10K	Hold	93	–	–	0.01%	127
2018 Q2	$9K	Hold	93	–	–	0.01%	128
2018 Q1	$9K	Hold	93	–	–	0.01%	109
2017 Q4	$9K	Hold	93	–	–	0.01%	107
2017 Q3	$9K	Hold	93	–	–	0.01%	111
2017 Q2	$9K	Hold	93	–	–	0.01%	109
2017 Q1	$8K	Hold	93	–	–	﹤0.01%	109
2016 Q4	$8K	Hold	93	–	–	0.01%	108
2016 Q3	$8K	Hold	93	–	–	0.01%	95
2016 Q2	$8K	Buy	+93	New	+$7.6K	0.01%	99