Daymark 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 | $1.19M | Buy |
5,819
+33
| +0.6% | +$6.75K | 0.05% | 240 |
|
|
2025
Q1 | $1.12M | Sell |
5,786
-178
| -3% | -$34.5K | 0.05% | 225 |
|
|
2024
Q4 | $1.17M | Sell |
5,964
-248
| -4% | -$48.6K | 0.05% | 218 |
|
|
2024
Q3 | $1.23M | Sell |
6,212
-272
| -4% | -$53.9K | 0.05% | 224 |
|
|
2024
Q2 | $1.18M | Buy |
6,484
+1,073
| +20% | +$196K | 0.05% | 216 |
|
|
2024
Q1 | $988K | Buy |
5,411
+3,454
| +176% | +$631K | 0.05% | 197 |
|
|
2023
Q4 | $333K | Sell |
1,957
-258
| -12% | -$44K | 0.02% | 302 |
|
|
2023
Q3 | $344K | Sell |
2,215
-1,019
| -32% | -$158K | 0.02% | 287 |
|
|
2023
Q2 | $525K | Buy |
3,234
+859
| +36% | +$140K | 0.04% | 230 |
|
|
2023
Q1 | $366K | Buy |
+2,375
| New | +$366K | 0.05% | 215 |
|