GSB 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 | $964K | Buy |
4,710
+26
| +0.6% | +$5.32K | 0.24% | 106 |
|
|
2025
Q1 | $909K | Buy |
4,684
+394
| +9% | +$76.4K | 0.24% | 105 |
|
|
2024
Q4 | $840K | Sell |
4,290
-476
| -10% | -$93.2K | 0.22% | 114 |
|
|
2024
Q3 | $944K | Sell |
4,766
-155
| -3% | -$30.7K | 0.24% | 107 |
|
|
2024
Q2 | $898K | Hold |
4,921
| – | – | 0.25% | 106 |
|
|
2024
Q1 | $899K | Buy |
4,921
+1,185
| +32% | +$216K | 0.25% | 105 |
|
|
2023
Q4 | $637K | Sell |
3,736
-214
| -5% | -$36.5K | 0.2% | 120 |
|
|
2023
Q3 | $614K | Buy |
3,950
+3
| +0.1% | +$466 | 0.21% | 119 |
|
|
2023
Q2 | $641K | Hold |
3,947
| – | – | 0.21% | 119 |
|
|
2023
Q1 | $608K | Buy |
3,947
+2,589
| +191% | +$399K | 0.2% | 132 |
|
|
2022
Q4 | $206K | Buy |
+1,358
| New | +$206K | 0.07% | 192 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$219K | – | 217 |
|
|
2022
Q1 | $219K | Buy |
1,350
+2
| +0.1% | +$324 | 0.06% | 212 |
|
|
2021
Q4 | $231K | Buy |
+1,348
| New | +$231K | 0.07% | 211 |
|
|
2021
Q3 | – | Sell |
-1,343
| Closed | -$208K | – | 219 |
|
|
2021
Q2 | $208K | Sell |
1,343
-98
| -7% | -$15.2K | 0.06% | 218 |
|
|
2021
Q1 | $212K | Buy |
+1,441
| New | +$212K | 0.07% | 200 |
|