Leading Edge Financial Planning’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 | $737K | Hold |
3,600
| – | – | 0.2% | 29 |
|
|
2025
Q1 | $699K | Buy |
3,600
+3
| +0.1% | +$582 | 0.22% | 30 |
|
|
2024
Q4 | $705K | Sell |
3,597
-21
| -0.6% | -$4.11K | 0.23% | 29 |
|
|
2024
Q3 | $717K | Sell |
3,618
-318
| -8% | -$63K | 0.24% | 29 |
|
|
2024
Q2 | $719K | Buy |
3,936
+21
| +0.5% | +$3.83K | 0.29% | 27 |
|
|
2024
Q1 | $715K | Sell |
3,915
-1,502
| -28% | -$274K | 0.32% | 26 |
|
|
2023
Q4 | $923K | Sell |
5,417
-19,967
| -79% | -$3.4M | 0.48% | 24 |
|
|
2023
Q3 | $3.94M | Sell |
25,384
-5,746
| -18% | -$893K | 2.53% | 10 |
|
|
2023
Q2 | $5.06M | Buy |
31,130
+6,159
| +25% | +$1M | 3.31% | 8 |
|
|
2023
Q1 | $3.85M | Buy |
24,971
+3,157
| +14% | +$486K | 2.78% | 8 |
|
|
2022
Q4 | $3.31M | Buy |
+21,814
| New | +$3.31M | 2.87% | 9 |
|