Evergreen 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 | $12.5M | Sell |
61,168
-780
| -1% | -$160K | 7.02% | 1 |
|
|
2025
Q1 | $12M | Buy |
61,948
+7,914
| +15% | +$1.54M | 7.18% | 1 |
|
|
2024
Q4 | $10.6M | Sell |
54,034
-468
| -0.9% | -$91.6K | 6.25% | 1 |
|
|
2024
Q3 | $10.8M | Buy |
54,502
+9,413
| +21% | +$1.86M | 6.5% | 1 |
|
|
2024
Q2 | $8.23M | Hold |
45,089
| – | – | 5.45% | 1 |
|
|
2024
Q1 | $8.23M | Hold |
45,089
| – | – | 5.57% | 1 |
|
|
2023
Q4 | $7.68M | Buy |
45,089
+413
| +0.9% | +$70.4K | 5.65% | 1 |
|
|
2023
Q3 | $6.94M | Buy |
44,676
+312
| +0.7% | +$48.5K | 5.49% | 2 |
|
|
2023
Q2 | $7.21M | Buy |
44,364
+3,845
| +9% | +$625K | 5.64% | 2 |
|
|
2023
Q1 | $6.24M | Sell |
40,519
-279,053
| -87% | -$43M | 5.54% | 2 |
|
|
2022
Q4 | $6.25M | Buy |
+319,572
| New | +$6.25M | 5.75% | 2 |
|