Elevation Wealth Partners’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 | $150K | Sell |
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|
2025
Q2 | $144K | Hold |
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|
2025
Q1 | $137K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $212K | Hold |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $209K | Buy |
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