Innova Wealth 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 | $3.07M | Buy |
14,981
+1,030
| +7% | +$211K | 1.8% | 19 |
|
|
2025
Q1 | $2.71M | Buy |
13,951
+1,135
| +9% | +$220K | 1.68% | 14 |
|
|
2024
Q4 | $2.51M | Buy |
+12,816
| New | +$2.51M | 1.58% | 19 |
|
|
2024
Q3 | – | Sell |
-6,762
| Closed | -$1.23M | – | 141 |
|
|
2024
Q2 | $1.23M | Buy |
6,762
+3,704
| +121% | +$676K | 0.88% | 30 |
|
|
2024
Q1 | $558K | Buy |
3,058
+924
| +43% | +$169K | 0.43% | 41 |
|
|
2023
Q4 | $364K | Buy |
+2,134
| New | +$364K | 0.31% | 45 |
|