Luminvest 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	$1.3M	Sell	6,364 -60	-0.9%	-$12.3K	0.47%	18
2025 Q1	$1.25M	Sell	6,424 -250	-4%	-$48.5K	0.51%	15
2024 Q4	$1.31M	Sell	6,674 -369	-5%	-$72.3K	0.53%	15
2024 Q3	$1.39M	Buy	7,043 +91	+1%	+$18K	0.58%	14
2024 Q2	$1.27M	Buy	+6,952	New	+$1.27M	0.6%	13