EPG 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 | $283K | Hold |
1,384
| – | – | 0.09% | 164 |
|
|
2025
Q1 | $269K | Sell |
1,384
-44
| -3% | -$8.54K | 0.07% | 202 |
|
|
2024
Q4 | $280K | Sell |
1,428
-678
| -32% | -$133K | 0.07% | 201 |
|
|
2024
Q3 | $417K | Buy |
+2,106
| New | +$417K | 0.11% | 175 |
|
|
2024
Q2 | – | Sell |
-2,734
| Closed | -$499K | – | 174 |
|
|
2024
Q1 | $499K | Sell |
2,734
-35
| -1% | -$6.39K | 0.12% | 168 |
|
|
2023
Q4 | $481K | Buy |
2,769
+296
| +12% | +$51.4K | 0.13% | 163 |
|
|
2023
Q3 | $384K | Buy |
2,473
+4
| +0.2% | +$621 | 0.12% | 172 |
|
|
2023
Q2 | $401K | Buy |
2,469
+200
| +9% | +$32.5K | 0.12% | 164 |
|
|
2023
Q1 | $349K | Buy |
2,269
+41
| +2% | +$6.32K | 0.11% | 172 |
|
|
2022
Q4 | $338K | Buy |
2,228
+107
| +5% | +$16.2K | 0.13% | 143 |
|
|
2022
Q3 | $287K | Buy |
2,121
+4
| +0.2% | +$541 | 0.12% | 160 |
|
|
2022
Q2 | $304K | Sell |
2,117
-201
| -9% | -$28.9K | 0.13% | 157 |
|
|
2022
Q1 | $376K | Buy |
2,318
+527
| +29% | +$85.5K | 0.13% | 146 |
|
|
2021
Q4 | $308K | Buy |
1,791
+4
| +0.2% | +$688 | 0.11% | 168 |
|
|
2021
Q3 | $274K | Buy |
1,787
+4
| +0.2% | +$613 | 0.11% | 167 |
|
|
2021
Q2 | $276K | Sell |
1,783
-95
| -5% | -$14.7K | 0.12% | 161 |
|
|
2021
Q1 | $276K | Buy |
1,878
+153
| +9% | +$22.5K | 0.13% | 146 |
|
|
2020
Q4 | $244K | Buy |
1,725
+57
| +3% | +$8.06K | 0.15% | 128 |
|
|
2020
Q3 | $215K | Buy |
+1,668
| New | +$215K | 0.16% | 118 |
|
|
2020
Q2 | – | Sell |
-1,836
| Closed | -$190K | – | 749 |
|
|
2020
Q1 | $190K | Sell |
1,836
-370
| -17% | -$38.3K | 0.14% | 127 |
|
|
2019
Q4 | $275K | Buy |
+2,206
| New | +$275K | 0.2% | 83 |
|