ERTS Wealth Advisors’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 |
-3,068
| Closed | -$595K | – | 80 |
|
|
2025
Q1 | $595K | Hold |
3,068
| – | – | 0.12% | 41 |
|
|
2024
Q4 | $601K | Buy |
3,068
+1,195
| +64% | +$234K | 0.11% | 44 |
|
|
2024
Q3 | $371K | Buy |
+1,873
| New | +$371K | 0.07% | 63 |
|
|
2019
Q1 | – | Sell |
-2,236
| Closed | -$219K | – | 293 |
|
|
2018
Q4 | $219K | Buy |
+2,236
| New | +$219K | 0.16% | 70 |
|