Forza 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 | $3.94M | Sell |
19,236
-20
| -0.1% | -$4.09K | 1.61% | 17 |
|
|
2025
Q1 | $3.74M | Buy |
19,256
+66
| +0.3% | +$12.8K | 1.68% | 13 |
|
|
2024
Q4 | $3.76M | Sell |
19,190
-156
| -0.8% | -$30.5K | 1.71% | 13 |
|
|
2024
Q3 | $3.83M | Hold |
19,346
| – | – | 1.75% | 9 |
|
|
2024
Q2 | $3.53M | Sell |
19,346
-1,906
| -9% | -$348K | 1.82% | 9 |
|
|
2024
Q1 | $3.88M | Hold |
21,252
| – | – | 2.02% | 9 |
|
|
2023
Q4 | $3.62M | Sell |
21,252
-705
| -3% | -$120K | 2% | 9 |
|
|
2023
Q3 | $3.41M | Hold |
21,957
| – | – | 1.76% | 8 |
|
|
2023
Q2 | $3.57M | Sell |
21,957
-100
| -0.5% | -$16.2K | 1.8% | 8 |
|
|
2023
Q1 | $3.4M | Buy |
22,057
+6
| +0% | +$924 | 1.75% | 10 |
|
|
2022
Q4 | $3.35M | Buy |
+22,051
| New | +$3.35M | 2.22% | 8 |
|