Elser Financial Planning’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
$747K Sell
3,652
-1,417
-28% -$290K 0.93% 22
2025
Q1
$983K Sell
5,069
-234
-4% -$45.4K 1.36% 17
2024
Q4
$1.04M Hold
5,303
0.06% 38
2024
Q3
$1.05M Sell
5,303
-220
-4% -$43.6K 1.52% 14
2024
Q2
$1.01M Buy
+5,523
New +$1.01M 0.17% 34