Investments & Financial Planning LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $419K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $302K | Buy |
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