Denver Wealth Management’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 | $508K | Hold |
2,482
| – | – | 0.21% | 54 |
|
|
2025
Q1 | $481K | Buy |
2,482
+9
| +0.4% | +$1.75K | 0.22% | 55 |
|
|
2024
Q4 | $484K | Buy |
2,473
+33
| +1% | +$6.46K | 0.22% | 49 |
|
|
2024
Q3 | $483K | Buy |
2,440
+8
| +0.3% | +$1.59K | 0.22% | 51 |
|
|
2024
Q2 | $444K | Hold |
2,432
| – | – | 0.22% | 52 |
|
|
2024
Q1 | $444K | Sell |
2,432
-199
| -8% | -$36.3K | 0.23% | 50 |
|
|
2023
Q4 | $448K | Buy |
2,631
+20
| +0.8% | +$3.41K | 0.25% | 45 |
|
|
2023
Q3 | $406K | Buy |
2,611
+9
| +0.3% | +$1.4K | 0.26% | 47 |
|
|
2023
Q2 | $423K | Hold |
2,602
| – | – | 0.29% | 46 |
|
|
2023
Q1 | $401K | Buy |
2,602
+890
| +52% | +$137K | 0.28% | 54 |
|
|
2022
Q4 | $260K | Buy |
1,712
+205
| +14% | +$31.1K | 0.19% | 59 |
|
|
2022
Q3 | $204K | Buy |
1,507
+7
| +0.5% | +$948 | 0.19% | 51 |
|
|
2022
Q2 | $215K | Buy |
+1,500
| New | +$215K | 0.22% | 46 |
|
|
2021
Q4 | $258K | Buy |
+1,500
| New | +$258K | 0.25% | 35 |
|
|
2021
Q1 | $243K | Buy |
+1,500
| New | +$243K | 0.26% | 41 |
|