Fiduciary Wealth Partners’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 | $220K | Hold |
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|
2025
Q4 | $224K | Hold |
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|
2025
Q3 | $220K | Buy |
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|
2025
Q2 | – | Hold |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $255K | Sell |
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|
2016
Q4 | $310K | Sell |
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|
2016
Q3 | $327K | Buy |
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|
2016
Q2 | $324K | Sell |
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|
2016
Q1 | $451K | Buy |
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|
2015
Q4 | $430K | Buy |
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