Horizon 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 | $1.26M | Buy |
6,144
+50
| +0.8% | +$10.2K | 0.22% | 34 |
|
|
2025
Q1 | $1.18M | Buy |
6,094
+1
| +0% | +$194 | 0.2% | 31 |
|
|
2024
Q4 | $1.19M | Sell |
6,093
-24
| -0.4% | -$4.7K | 0.21% | 30 |
|
|
2024
Q3 | $1.21M | Buy |
6,117
+1
| +0% | +$198 | 0.24% | 30 |
|
|
2024
Q2 | $1.12M | Buy |
6,116
+164
| +3% | +$29.9K | 0.27% | 26 |
|
|
2024
Q1 | $1.09M | Sell |
5,952
-22
| -0.4% | -$4.02K | 0.28% | 27 |
|
|
2023
Q4 | $1.02M | Sell |
5,974
-10
| -0.2% | -$1.7K | 0.28% | 25 |
|
|
2023
Q3 | $930K | Sell |
5,984
-1,075
| -15% | -$167K | 0.37% | 23 |
|
|
2023
Q2 | $1.15M | Sell |
7,059
-61
| -0.9% | -$9.91K | 0.45% | 23 |
|
|
2023
Q1 | $1.1M | Sell |
7,120
-4,347
| -38% | -$669K | 0.82% | 17 |
|
|
2022
Q4 | $1.74M | Sell |
11,467
-1,182
| -9% | -$179K | 1.42% | 14 |
|
|
2022
Q3 | $1.71M | Sell |
12,649
-1,773
| -12% | -$240K | 1.25% | 17 |
|
|
2022
Q2 | $2.07M | Buy |
14,422
+6,846
| +90% | +$982K | 0.86% | 26 |
|
|
2022
Q1 | $1.23M | Buy |
7,576
+38
| +0.5% | +$6.16K | 0.38% | 31 |
|
|
2021
Q4 | $1.3M | Buy |
+7,538
| New | +$1.3M | 0.38% | 34 |
|