Investment Planning Advisors’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	$1.12M	Buy	5,465 +1,242	+29%	+$254K	0.4%	25
2025 Q1	$819K	Buy	4,223 +429	+11%	+$83.2K	0.33%	36
2024 Q4	$743K	Sell	3,794 -265	-7%	-$51.9K	0.32%	35
2024 Q3	$741K	Hold	4,059	–	–	0.38%	35
2024 Q2	$741K	Buy	+4,059	New	+$741K	0.38%	35