Essential Planning’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 | $658K | Sell |
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|
2025
Q2 | $640K | Hold |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $28.2M | Buy |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $619K | Hold |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $556K | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $247K | Buy |
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