Center for Financial Planning’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 | $827K | Buy |
4,040
+98
| +2% | +$20.1K | 0.09% | 76 |
|
|
2025
Q1 | $765K | Buy |
3,942
+722
| +22% | +$140K | 0.1% | 69 |
|
|
2024
Q4 | $631K | Buy |
3,220
+2,787
| +644% | +$546K | 0.08% | 82 |
|
|
2024
Q3 | $85.8K | Sell |
433
-310
| -42% | -$61.4K | 0.01% | 192 |
|
|
2024
Q2 | $136K | Buy |
743
+398
| +115% | +$72.7K | 0.02% | 160 |
|
|
2024
Q1 | $63K | Hold |
345
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $58.8K | Sell |
345
-28
| -8% | -$4.77K | 0.01% | 207 |
|
|
2023
Q3 | $58K | Buy |
373
+48
| +15% | +$7.46K | 0.01% | 201 |
|
|
2023
Q2 | $52.8K | Buy |
+325
| New | +$52.8K | 0.01% | 219 |
|
|
2022
Q4 | – | Sell |
-57
| Closed | -$8K | – | 668 |
|
|
2022
Q3 | $8K | Hold |
57
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $8K | Hold |
57
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 388 |
|
|
2021
Q4 | $10K | Hold |
57
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 376 |
|
|
2021
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $8K | Hold |
57
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $8K | Hold |
57
| – | – | ﹤0.01% | 368 |
|
|
2020
Q3 | $7K | Hold |
57
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $7K | Sell |
57
-5
| -8% | -$614 | ﹤0.01% | 343 |
|
|
2020
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $8K | Buy |
+62
| New | +$8K | ﹤0.01% | 327 |
|