Cornerstone Planning Group’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 | $157K | Sell |
762
-88
| -10% | -$18.1K | 0.03% | 102 |
|
|
2025
Q1 | $158K | Buy |
850
+690
| +431% | +$128K | 0.04% | 102 |
|
|
2024
Q4 | $32.3K | Sell |
160
-2
| -1% | -$404 | 0.01% | 241 |
|
|
2024
Q3 | $32K | Sell |
162
-1
| -0.6% | -$197 | 0.01% | 237 |
|
|
2024
Q2 | $29.4K | Buy |
163
+34
| +26% | +$6.14K | 0.01% | 266 |
|
|
2024
Q1 | $22.8K | Sell |
129
-125
| -49% | -$22.1K | 0.01% | 277 |
|
|
2023
Q4 | $43.3K | Sell |
254
-21
| -8% | -$3.58K | 0.01% | 202 |
|
|
2023
Q3 | $42.7K | Buy |
275
+23
| +9% | +$3.57K | 0.02% | 201 |
|
|
2023
Q2 | $40.9K | Buy |
+252
| New | +$40.9K | 0.02% | 274 |
|
|
2022
Q4 | $38.2K | Buy |
+252
| New | +$38.2K | 0.02% | 309 |
|