Elevatus Welath 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 | – | Sell |
-1,153
| Closed | -$224K | – | 133 |
|
|
2025
Q1 | $224K | Hold |
1,153
| – | – | 0.13% | 91 |
|
|
2024
Q4 | $226K | Buy |
1,153
+2
| +0.2% | +$392 | 0.08% | 92 |
|
|
2024
Q3 | $228K | Buy |
1,151
+1
| +0.1% | +$198 | 0.07% | 90 |
|
|
2024
Q2 | $210K | Buy |
+1,150
| New | +$210K | 0.08% | 98 |
|
|
2024
Q1 | – | Sell |
-1,650
| Closed | -$281K | – | 109 |
|
|
2023
Q4 | $281K | Sell |
1,650
-2,297
| -58% | -$391K | 0.13% | 72 |
|
|
2023
Q3 | $613K | Buy |
+3,947
| New | +$613K | 0.55% | 34 |
|