Fonville 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 | $3.4M | Sell |
16,625
-258
| -2% | -$52.8K | 0.86% | 32 |
|
2025
Q1 | $3.27M | Sell |
16,883
-2,217
| -12% | -$430K | 0.96% | 29 |
|
2024
Q4 | $3.74M | Sell |
19,100
-187
| -1% | -$36.6K | 1.24% | 27 |
|
2024
Q3 | $3.82M | Sell |
19,287
-242
| -1% | -$47.9K | 1.32% | 27 |
|
2024
Q2 | $3.57M | Sell |
19,529
-533
| -3% | -$97.3K | 1.41% | 25 |
|
2024
Q1 | $3.66M | Sell |
20,062
-1
| -0% | -$183 | 1.62% | 21 |
|
2023
Q4 | $3.42M | Buy |
+20,063
| New | +$3.42M | 1.81% | 19 |
|