Jeppson 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 | $431K | Sell |
2,107
-30
| -1% | -$6.14K | 0.15% | 130 |
|
|
2025
Q1 | $415K | Sell |
2,137
-40
| -2% | -$7.76K | 0.15% | 132 |
|
|
2024
Q4 | $426K | Hold |
2,177
| – | – | 0.15% | 128 |
|
|
2024
Q3 | $431K | Hold |
2,177
| – | – | 0.15% | 129 |
|
|
2024
Q2 | $397K | Sell |
2,177
-25
| -1% | -$4.56K | 0.15% | 131 |
|
|
2024
Q1 | $402K | Sell |
2,202
-65
| -3% | -$11.9K | 0.16% | 135 |
|
|
2023
Q4 | $386K | Buy |
2,267
+50
| +2% | +$8.52K | 0.16% | 132 |
|
|
2023
Q3 | $344K | Sell |
2,217
-5
| -0.2% | -$777 | 0.16% | 133 |
|
|
2023
Q2 | $361K | Sell |
2,222
-60
| -3% | -$9.75K | 0.16% | 130 |
|
|
2023
Q1 | $351K | Sell |
2,282
-92
| -4% | -$14.2K | 0.15% | 130 |
|
|
2022
Q4 | $360K | Buy |
2,374
+346
| +17% | +$52.5K | 0.15% | 127 |
|
|
2022
Q3 | $274K | Sell |
2,028
-123
| -6% | -$16.6K | 0.12% | 152 |
|
|
2022
Q2 | $309K | Buy |
+2,151
| New | +$309K | 0.13% | 138 |
|