Jeppson Wealth Management’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
Q3 | $455K | Hold |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $309K | Buy |
|