Destiny 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 | $11.9M | Sell |
58,122
-56
| -0.1% | -$11.5K | 1.6% | 19 |
|
|
2025
Q1 | $11.3M | Sell |
58,178
-64
| -0.1% | -$12.4K | 1.79% | 14 |
|
|
2024
Q4 | $11.4M | Buy |
58,242
+4
| +0% | +$783 | 1.86% | 16 |
|
|
2024
Q3 | $11.5M | Sell |
58,238
-962
| -2% | -$191K | 2.02% | 13 |
|
|
2024
Q2 | $10.8M | Sell |
59,200
-126
| -0.2% | -$23K | 1.94% | 11 |
|
|
2024
Q1 | $10.8M | Buy |
59,326
+1,034
| +2% | +$189K | 1.94% | 17 |
|
|
2023
Q4 | $9.82M | Buy |
58,292
+177
| +0.3% | +$29.8K | 1.85% | 18 |
|
|
2023
Q3 | $9.03M | Buy |
58,115
+1,028
| +2% | +$160K | 1.82% | 19 |
|
|
2023
Q2 | $9.47M | Sell |
57,087
-1,726
| -3% | -$286K | 1.81% | 14 |
|
|
2023
Q1 | $9.06M | Sell |
58,813
-65
| -0.1% | -$10K | 1.87% | 14 |
|
|
2022
Q4 | $8.94M | Buy |
58,878
+161
| +0.3% | +$24.4K | 1.94% | 14 |
|
|
2022
Q3 | $7.94M | Sell |
58,717
-32
| -0.1% | -$4.33K | 1.78% | 18 |
|
|
2022
Q2 | $8.43M | Sell |
58,749
-1,250
| -2% | -$179K | 1.86% | 16 |
|
|
2022
Q1 | $9.73M | Sell |
59,999
-611
| -1% | -$99.1K | 1.89% | 16 |
|
|
2021
Q4 | $10.4M | Sell |
60,610
-27
| -0% | -$4.64K | 2.01% | 11 |
|
|
2021
Q3 | $9.31M | Sell |
60,637
-934
| -2% | -$143K | 1.87% | 13 |
|
|
2021
Q2 | $9.53M | Buy |
61,571
+4,054
| +7% | +$628K | 1.82% | 12 |
|
|
2021
Q1 | $8.46M | Sell |
57,517
-2,026
| -3% | -$298K | 1.77% | 16 |
|
|
2020
Q4 | $8.41M | Buy |
+59,543
| New | +$8.41M | 1.75% | 14 |
|