Marietta 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
2022 Q3	–	Sell	-2,130	Closed	-$306K	–	109
2022 Q2	$306K	Hold	2,130	–	–	0.07%	101
2022 Q1	$345K	Sell	2,130 -224	-10%	-$36.1K	0.07%	98
2021 Q4	$404K	Sell	2,354 -21	-0.9%	-$3.46K	0.08%	102
2021 Q3	$365K	Hold	2,375	–	–	0.08%	101
2021 Q2	$368K	Hold	2,375	–	–	0.08%	104
2021 Q1	$349K	Sell	2,375 -1,985	-46%	-$282K	0.09%	102
2020 Q4	$615K	Buy	4,360 +2,235	+105%	+$303K	0.17%	89
2020 Q3	$273K	Hold	2,125	–	–	0.09%	95
2020 Q2	$249K	Hold	2,125	–	–	0.09%	107
2020 Q1	$220K	Hold	2,125	–	–	0.09%	103
2019 Q4	$265K	Hold	2,125	–	–	0.09%	110
2019 Q3	$254K	Hold	2,125	–	–	0.09%	112
2019 Q2	$245K	Sell	2,125 -599	-22%	-$67.2K	0.1%	107
2019 Q1	$299K	Buy	2,724 +326	+14%	+$34.4K	0.12%	107
2018 Q4	$235K	Sell	2,398 -1,473	-38%	-$154K	0.11%	112
2018 Q3	$429K	Buy	3,871 +96	+3%	+$10.3K	0.19%	99
2018 Q2	$384K	Buy	3,775 +1,425	+61%	+$145K	0.19%	104
2018 Q1	$237K	Sell	2,350 -22	-0.9%	-$2.28K	0.12%	111
2017 Q4	$242K	Sell	2,372 -60	-2%	-$5.91K	0.13%	103
2017 Q3	$231K	Buy	2,432 +82	+3%	+$7.65K	0.13%	108
2017 Q2	$218K	Sell	2,350 -300	-11%	-$27.5K	0.13%	110
2017 Q1	$238K	Buy	+2,650	New	+$235K	0.16%	107