Fiduciary Wealth Partners’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 | – | Hold |
0
| – | – | – | 82 |
|
|
2017
Q3 | – | Sell |
-1,476
| Closed | -$137K | – | 10 |
|
|
2017
Q2 | $137K | Sell |
1,476
-1,363
| -48% | -$127K | 0.17% | 11 |
|
|
2017
Q1 | $255K | Sell |
2,839
-778
| -22% | -$69.9K | 0.26% | 12 |
|
|
2016
Q4 | $310K | Sell |
3,617
-283
| -7% | -$24.3K | 0.31% | 10 |
|
|
2016
Q3 | $327K | Buy |
3,900
+13
| +0.3% | +$1.09K | 0.33% | 11 |
|
|
2016
Q2 | $324K | Sell |
3,887
-1,661
| -30% | -$138K | 0.34% | 10 |
|
|
2016
Q1 | $451K | Buy |
5,548
+15
| +0.3% | +$1.22K | 0.47% | 10 |
|
|
2015
Q4 | $430K | Buy |
+5,533
| New | +$430K | 0.38% | 9 |
|