Golden State Equity 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	$211K	Sell	1,030 -150	-13%	-$30.7K	0.04%	405
2025 Q1	$229K	Buy	1,180 +44	+4%	+$8.53K	0.05%	387
2024 Q4	$222K	Buy	1,136 +945	+495%	+$185K	0.04%	389
2024 Q3	$37.8K	Buy	+191	New	+$37.8K	0.02%	426