Cypress Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.11M | Sell |
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|
2025
Q2 | $7.85M | Sell |
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|
2025
Q1 | $7.65M | Sell |
|
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|
2024
Q4 | $7.96M | Buy |
|
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|
2024
Q3 | $8.04M | Sell |
|
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|
2024
Q2 | $7.77M | Sell |
|
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|
2024
Q1 | $8.37M | Sell |
|
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|
2023
Q4 | $8.12M | Sell |
|
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|
2023
Q3 | $13.6M | Sell |
|
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|
2023
Q2 | $15.4M | Buy |
|
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|
2023
Q1 | $14.7M | Buy |
|
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|
2022
Q4 | $13.6M | Sell |
|
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|
2022
Q3 | $12.3M | Buy |
|
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|
2022
Q2 | $13M | Buy |
|