Future Financial 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 | $859K | Buy |
4,198
+12
| +0.3% | +$2.46K | 0.59% | 33 |
|
|
2025
Q1 | $812K | Sell |
4,186
-200
| -5% | -$38.8K | 0.6% | 31 |
|
|
2024
Q4 | $859K | Sell |
4,386
-538
| -11% | -$105K | 0.63% | 33 |
|
|
2024
Q3 | $975K | Sell |
4,924
-155
| -3% | -$30.7K | 0.7% | 31 |
|
|
2024
Q2 | $927K | Sell |
5,079
-2,435
| -32% | -$445K | 0.82% | 31 |
|
|
2024
Q1 | $1.37M | Sell |
7,514
-13,110
| -64% | -$2.39M | 1.06% | 23 |
|
|
2023
Q4 | $3.51M | Buy |
20,624
+116
| +0.6% | +$19.8K | 3.49% | 4 |
|
|
2023
Q3 | $3.19M | Sell |
20,508
-284
| -1% | -$44.1K | 3.53% | 4 |
|
|
2023
Q2 | $3.38M | Sell |
20,792
-5,260
| -20% | -$854K | 3.56% | 5 |
|
|
2023
Q1 | $4.04M | Buy |
26,052
+15,481
| +146% | +$2.4M | 4.45% | 2 |
|
|
2022
Q4 | $1.61M | Buy |
10,571
+1,881
| +22% | +$286K | 1.83% | 9 |
|
|
2022
Q3 | $1.25M | Sell |
8,690
-2,738
| -24% | -$393K | 1.44% | 19 |
|
|
2022
Q2 | $1.85M | Hold |
11,428
| – | – | 1.81% | 9 |
|
|
2022
Q1 | $1.85M | Buy |
11,428
+175
| +2% | +$28.4K | 1.54% | 9 |
|
|
2021
Q4 | $1.93M | Buy |
11,253
+569
| +5% | +$97.4K | 1.54% | 12 |
|
|
2021
Q3 | $1.65M | Hold |
10,684
| – | – | 1.7% | 15 |
|
|
2021
Q2 | $1.65M | Buy |
10,684
+127
| +1% | +$19.7K | 1.7% | 15 |
|
|
2021
Q1 | $1.55M | Buy |
10,557
+676
| +7% | +$99.4K | 1.79% | 15 |
|
|
2020
Q4 | $1.4M | Buy |
+9,881
| New | +$1.4M | 1.61% | 18 |
|