Investments & Financial Planning LLC’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 | $397K | Buy |
1,941
+163
| +9% | +$33.4K | 0.23% | 26 |
|
|
2025
Q1 | $345K | Sell |
1,778
-43
| -2% | -$8.34K | 0.22% | 28 |
|
|
2024
Q4 | $357K | Sell |
1,821
-43
| -2% | -$8.42K | 0.22% | 27 |
|
|
2024
Q3 | $369K | Hold |
1,864
| – | – | 0.23% | 26 |
|
|
2024
Q2 | $340K | Hold |
1,864
| – | – | 0.23% | 27 |
|
|
2024
Q1 | $340K | Hold |
1,864
| – | – | 0.23% | 26 |
|
|
2023
Q4 | $318K | Hold |
1,864
| – | – | 0.24% | 27 |
|
|
2023
Q3 | $290K | Hold |
1,864
| – | – | 0.26% | 30 |
|
|
2023
Q2 | $303K | Hold |
1,864
| – | – | 0.26% | 30 |
|
|
2023
Q1 | $287K | Hold |
1,864
| – | – | 0.26% | 30 |
|
|
2022
Q4 | $283K | Buy |
+1,864
| New | +$283K | 0.28% | 30 |
|
|
2022
Q2 | $267K | Hold |
1,864
| – | – | 0.28% | 31 |
|
|
2022
Q1 | $302K | Hold |
1,864
| – | – | 0.26% | 28 |
|
|
2021
Q4 | $302K | Buy |
+1,864
| New | +$302K | 0.27% | 28 |
|