Masso Torrence 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 | $619K | Hold |
3,026
| – | – | 0.29% | 56 |
|
|
2025
Q1 | $587K | Hold |
3,026
| – | – | 0.31% | 56 |
|
|
2024
Q4 | $593K | Sell |
3,026
-199
| -6% | -$39K | 0.31% | 52 |
|
|
2024
Q3 | $639K | Sell |
3,225
-105
| -3% | -$20.8K | 0.34% | 50 |
|
|
2024
Q2 | $608K | Sell |
3,330
-25
| -0.7% | -$4.56K | 0.34% | 49 |
|
|
2024
Q1 | $613K | Sell |
3,355
-189
| -5% | -$34.5K | 0.36% | 51 |
|
|
2023
Q4 | $604K | Buy |
3,544
+1
| +0% | +$170 | 0.41% | 47 |
|
|
2023
Q3 | $551K | Hold |
3,543
| – | – | 0.42% | 50 |
|
|
2023
Q2 | $575K | Sell |
3,543
-942
| -21% | -$153K | 0.42% | 49 |
|
|
2023
Q1 | $691K | Sell |
4,485
-2,403
| -35% | -$370K | 0.55% | 45 |
|
|
2022
Q4 | $1.05M | Sell |
6,888
-1,594
| -19% | -$242K | 0.83% | 35 |
|
|
2022
Q3 | $1.15M | Sell |
8,482
-97
| -1% | -$13.1K | 1.01% | 32 |
|
|
2022
Q2 | $1.23M | Sell |
8,579
-339
| -4% | -$48.6K | 1.08% | 30 |
|
|
2022
Q1 | $1.45M | Sell |
8,918
-314
| -3% | -$50.9K | 1.16% | 26 |
|
|
2021
Q4 | $1.59M | Buy |
+9,232
| New | +$1.59M | 1.11% | 30 |
|