Integris 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 | $920K | Sell |
4,494
-84
| -2% | -$17.2K | 0.24% | 36 |
|
|
2025
Q1 | $888K | Hold |
4,578
| – | – | 0.25% | 33 |
|
|
2024
Q4 | $897K | Buy |
4,578
+682
| +18% | +$134K | 0.25% | 33 |
|
|
2024
Q3 | $772K | Hold |
3,896
| – | – | 0.22% | 38 |
|
|
2024
Q2 | $711K | Hold |
3,896
| – | – | 0.21% | 37 |
|
|
2024
Q1 | $711K | Hold |
3,896
| – | – | 0.2% | 36 |
|
|
2023
Q4 | $664K | Hold |
3,896
| – | – | 0.2% | 41 |
|
|
2023
Q3 | $605K | Hold |
3,896
| – | – | 0.2% | 41 |
|
|
2023
Q2 | $633K | Hold |
3,896
| – | – | 0.22% | 37 |
|
|
2023
Q1 | $600K | Hold |
3,896
| – | – | 0.22% | 40 |
|
|
2022
Q4 | $592K | Buy |
+3,896
| New | +$592K | 0.23% | 38 |
|