FFT Wealth Management’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
2026 Q1	$236K	Hold	1,097	–	–	0.04%	94
2025 Q4	$241K	Buy	+1,097	New	+$240K	0.05%	80
2025 Q1	–	Sell	-1,112	Closed	-$218K	–	193
2024 Q4	$218K	Buy	+1,112	New	+$222K	0.02%	175
2021 Q4	–	Sell	-3,607	Closed	-$554K	–	105
2021 Q3	$554K	Buy	3,607 +517	+17%	+$82.4K	0.05%	48
2021 Q2	$478K	Buy	+3,090	New	+$474K	0.11%	27
2021 Q1	–	Sell	-5,463	Closed	-$771K	–	27
2020 Q4	$771K	Buy	+5,463	New	+$740K	0.27%	20
2020 Q3	–	Sell	-91,193	Closed	-$10.7M	–	28
2020 Q2	$10.7M	Sell	91,193 -69,882	-43%	-$7.95M	3.21%	10
2020 Q1	$16.7M	Buy	161,075 +127,501	+380%	+$15.2M	4.88%	8
2019 Q4	$4.18M	Buy	33,574 +7,050	+27%	+$853K	1.13%	18
2019 Q3	$3.17M	Sell	26,524 -153	-0.6%	-$18K	0.96%	21
2019 Q2	$3.07M	Buy	26,677 +80	+0.3%	+$8.97K	1.19%	20
2019 Q1	$2.92M	Buy	26,597 +5,591	+27%	+$589K	1.11%	19
2018 Q4	$2.06M	Sell	21,006 -27,287	-57%	-$2.85M	0.9%	21
2018 Q3	$5.35M	Sell	48,293 -3,939	-8%	-$423K	1.97%	17
2018 Q2	$5.31M	Sell	52,232 -378	-0.7%	-$38.5K	1.97%	17
2018 Q1	$5.32M	Sell	52,610 -26,494	-33%	-$2.75M	2.08%	16
2017 Q4	$8.07M	Buy	+79,104	New	+$7.79M	3.1%	11