Fingerlakes 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 | $462K | Sell |
2,260
-2
| -0.1% | -$409 | 0.35% | 59 |
|
|
2025
Q1 | $439K | Buy |
2,262
+11
| +0.5% | +$2.13K | 0.37% | 57 |
|
|
2024
Q4 | $441K | Buy |
2,251
+20
| +0.9% | +$3.92K | 0.36% | 61 |
|
|
2024
Q3 | $442K | Buy |
2,231
+11
| +0.5% | +$2.18K | 0.37% | 61 |
|
|
2024
Q2 | $405K | Sell |
2,220
-2
| -0.1% | -$365 | 0.36% | 61 |
|
|
2024
Q1 | $406K | Buy |
2,222
+8
| +0.4% | +$1.46K | 0.39% | 62 |
|
|
2023
Q4 | $377K | Sell |
2,214
-27
| -1% | -$4.6K | 0.41% | 61 |
|
|
2023
Q3 | $348K | Buy |
2,241
+11
| +0.5% | +$1.71K | 0.43% | 61 |
|
|
2023
Q2 | $362K | Sell |
2,230
-2
| -0.1% | -$325 | 0.41% | 63 |
|
|
2023
Q1 | $344K | Buy |
2,232
+11
| +0.5% | +$1.69K | 0.43% | 65 |
|
|
2022
Q4 | $337K | Buy |
2,221
+12
| +0.5% | +$1.82K | 0.46% | 68 |
|
|
2022
Q3 | $299K | Sell |
2,209
-12
| -0.5% | -$1.62K | 0.44% | 68 |
|
|
2022
Q2 | $319K | Buy |
2,221
+131
| +6% | +$18.8K | 0.44% | 67 |
|
|
2022
Q1 | $339K | Buy |
2,090
+10
| +0.5% | +$1.62K | 0.4% | 67 |
|
|
2021
Q4 | $357K | Buy |
+2,080
| New | +$357K | 0.4% | 65 |
|