Core Wealth 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	$211K	Sell	1,033 -50	-5%	-$10.2K	0.11%	161
2025 Q1	$210K	Hold	1,083	–	–	0.12%	157
2024 Q4	$212K	Hold	1,083	–	–	0.12%	157
2024 Q3	$214K	Buy	+1,083	New	+$214K	0.13%	155