Melfa 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 | $870K | Hold |
4,248
| – | – | 0.55% | 47 |
|
|
2025
Q1 | $824K | Buy |
4,248
+10
| +0.2% | +$1.94K | 0.56% | 47 |
|
|
2024
Q4 | $830K | Hold |
4,238
| – | – | 0.56% | 48 |
|
|
2024
Q3 | $839K | Buy |
4,238
+11
| +0.3% | +$2.18K | 0.55% | 48 |
|
|
2024
Q2 | $772K | Hold |
4,227
| – | – | 0.54% | 49 |
|
|
2024
Q1 | $772K | Buy |
4,227
+254
| +6% | +$46.4K | 0.56% | 47 |
|
|
2023
Q4 | $677K | Sell |
3,973
-34
| -0.8% | -$5.79K | 0.64% | 43 |
|
|
2023
Q3 | $623K | Buy |
4,007
+16
| +0.4% | +$2.49K | 0.68% | 42 |
|
|
2023
Q2 | $648K | Hold |
3,991
| – | – | 0.66% | 40 |
|
|
2023
Q1 | $615K | Buy |
3,991
+16
| +0.4% | +$2.46K | 0.61% | 42 |
|
|
2022
Q4 | $604K | Buy |
+3,975
| New | +$604K | 0.63% | 42 |
|