Holistic Planning’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 | $3.49M | Buy |
17,038
+2,777
| +19% | +$568K | 1% | 20 |
|
|
2025
Q1 | $2.77M | Sell |
14,261
-54
| -0.4% | -$10.5K | 0.94% | 21 |
|
|
2024
Q4 | $2.8M | Sell |
14,315
-484
| -3% | -$94.8K | 1.02% | 19 |
|
|
2024
Q3 | $2.93M | Buy |
14,799
+1,890
| +15% | +$374K | 1.24% | 17 |
|
|
2024
Q2 | $2.36M | Sell |
12,909
-39
| -0.3% | -$7.12K | 1.81% | 14 |
|
|
2024
Q1 | $2.36M | Buy |
12,948
+237
| +2% | +$43.3K | 1.8% | 14 |
|
|
2023
Q4 | $2.17M | Buy |
+12,711
| New | +$2.17M | 1.82% | 13 |
|