Golden State 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 | $5.49M | Buy |
26,802
+1,970
| +8% | +$403K | 0.67% | 30 |
|
|
2025
Q1 | $4.82M | Buy |
24,832
+2,109
| +9% | +$409K | 0.72% | 29 |
|
|
2024
Q4 | $4.45M | Buy |
+22,723
| New | +$4.45M | 0.67% | 29 |
|
|
2022
Q1 | $2.35M | Buy |
14,485
+4,225
| +41% | +$685K | 0.46% | 43 |
|
|
2021
Q4 | $1.76M | Sell |
10,260
-2
| -0% | -$343 | 0.3% | 57 |
|
|
2021
Q3 | $1.58M | Buy |
10,262
+576
| +6% | +$88.5K | 0.34% | 55 |
|
|
2021
Q2 | $1.5M | Buy |
9,686
+135
| +1% | +$20.9K | 0.33% | 60 |
|
|
2021
Q1 | $1.4M | Sell |
9,551
-142
| -1% | -$20.9K | 0.46% | 39 |
|
|
2020
Q4 | $1.37M | Buy |
9,693
+487
| +5% | +$68.7K | 0.4% | 50 |
|
|
2020
Q3 | $1.18M | Buy |
9,206
+1,073
| +13% | +$138K | 0.4% | 43 |
|
|
2020
Q2 | $953K | Buy |
8,133
+383
| +5% | +$44.9K | 0.31% | 56 |
|
|
2020
Q1 | $801K | Buy |
+7,750
| New | +$801K | 0.35% | 47 |
|
|
2019
Q4 | – | Sell |
-1,375
| Closed | -$164K | – | 902 |
|
|
2019
Q3 | $164K | Buy |
1,375
+3
| +0.2% | +$358 | 0.05% | 228 |
|
|
2019
Q2 | $158K | Sell |
1,372
-1,124
| -45% | -$129K | 0.05% | 257 |
|
|
2019
Q1 | $274K | Buy |
+2,496
| New | +$274K | 0.09% | 182 |
|