Madison Wealth Partners’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 | $4.87M | Buy |
23,775
+471
| +2% | +$96.4K | 1.06% | 17 |
|
|
2025
Q1 | $4.52M | Buy |
23,304
+559
| +2% | +$108K | 1.12% | 18 |
|
|
2024
Q4 | $4.45M | Sell |
22,745
-198
| -0.9% | -$38.8K | 1.24% | 16 |
|
|
2024
Q3 | $4.54M | Buy |
22,943
+15,176
| +195% | +$3.01M | 1.35% | 16 |
|
|
2024
Q2 | $1.42M | Buy |
7,767
+643
| +9% | +$117K | 0.49% | 29 |
|
|
2024
Q1 | $1.3M | Sell |
7,124
-409
| -5% | -$74.7K | 0.47% | 29 |
|
|
2023
Q4 | $1.28M | Buy |
7,533
+1,155
| +18% | +$197K | 0.51% | 27 |
|
|
2023
Q3 | $991K | Sell |
6,378
-77
| -1% | -$12K | 0.5% | 25 |
|
|
2023
Q2 | $1.05M | Sell |
6,455
-466
| -7% | -$75.7K | 0.49% | 24 |
|
|
2023
Q1 | $1.07M | Sell |
6,921
-57
| -0.8% | -$8.78K | 0.54% | 23 |
|
|
2022
Q4 | $1.06M | Sell |
6,978
-26
| -0.4% | -$3.95K | 0.62% | 23 |
|
|
2022
Q3 | $947K | Sell |
7,004
-280
| -4% | -$37.9K | 0.62% | 21 |
|
|
2022
Q2 | $1.05M | Buy |
7,284
+1,997
| +38% | +$287K | 0.66% | 19 |
|
|
2022
Q1 | $857K | Buy |
5,287
+2,153
| +69% | +$349K | 0.48% | 27 |
|
|
2021
Q4 | $538K | Buy |
3,134
+135
| +5% | +$23.2K | 0.27% | 33 |
|
|
2021
Q3 | $461K | Buy |
2,999
+70
| +2% | +$10.8K | 0.26% | 36 |
|
|
2021
Q2 | $453K | Buy |
+2,929
| New | +$453K | 0.26% | 36 |
|