Maripau 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
Q1 | – | Sell |
-1,400
| Closed | -$274K | – | 148 |
|
|
2024
Q4 | $274K | Buy |
+1,400
| New | +$274K | 0.16% | 114 |
|
|
2024
Q3 | – | Sell |
-1,400
| Closed | -$257K | – | 135 |
|
|
2024
Q2 | $257K | Sell |
1,400
-22
| -2% | -$4.04K | 0.18% | 119 |
|
|
2024
Q1 | $260K | Sell |
1,422
-293
| -17% | -$53.5K | 0.19% | 109 |
|
|
2023
Q4 | $292K | Hold |
1,715
| – | – | 0.25% | 76 |
|
|
2023
Q3 | $266K | Sell |
1,715
-38
| -2% | -$5.9K | 0.25% | 77 |
|
|
2023
Q2 | $285K | Sell |
1,753
-535
| -23% | -$86.9K | 0.25% | 73 |
|
|
2023
Q1 | $352K | Sell |
2,288
-18
| -0.8% | -$2.77K | 0.37% | 52 |
|
|
2022
Q4 | $349K | Buy |
2,306
+274
| +13% | +$41.5K | 0.36% | 57 |
|
|
2022
Q3 | $302K | Buy |
+2,032
| New | +$302K | 0.33% | 59 |
|