Cyndeo 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 | $541K | Hold |
2,644
| – | – | 0.03% | 295 |
|
|
2025
Q1 | $513K | Sell |
2,644
-403
| -13% | -$78.2K | 0.03% | 294 |
|
|
2024
Q4 | $597K | Sell |
3,047
-47
| -2% | -$9.21K | 0.04% | 271 |
|
|
2024
Q3 | $613K | Buy |
3,094
+1,712
| +124% | +$339K | 0.04% | 269 |
|
|
2024
Q2 | $252K | Sell |
1,382
-52
| -4% | -$9.49K | 0.02% | 353 |
|
|
2024
Q1 | $262K | Sell |
1,434
-20
| -1% | -$3.65K | 0.02% | 338 |
|
|
2023
Q4 | $248K | Sell |
1,454
-27
| -2% | -$4.6K | 0.02% | 328 |
|
|
2023
Q3 | $230K | Buy |
1,481
+75
| +5% | +$11.7K | 0.02% | 305 |
|
|
2023
Q2 | $228K | Sell |
1,406
-40
| -3% | -$6.5K | 0.02% | 298 |
|
|
2023
Q1 | $223K | Sell |
1,446
-240
| -14% | -$37K | 0.02% | 293 |
|
|
2022
Q4 | $256K | Buy |
+1,686
| New | +$256K | 0.03% | 272 |
|