MilWealth Group’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
$4.89M Sell
23,885
-60
-0.3% -$12.3K 1.26% 12
2025
Q1
$4.65M Sell
23,945
-394
-2% -$76.4K 1.28% 12
2024
Q4
$4.77M Sell
24,339
-244
-1% -$47.8K 1.3% 12
2024
Q3
$4.87M Sell
24,583
-46
-0.2% -$9.11K 1.43% 12
2024
Q2
$4.5M Sell
24,629
-333
-1% -$60.8K 1.42% 12
2024
Q1
$4.56M Sell
24,962
-1,559
-6% -$285K 1.45% 12
2023
Q4
$4.52M Sell
26,521
-444
-2% -$75.7K 1.5% 12
2023
Q3
$4.19M Sell
26,965
-583
-2% -$90.6K 1.65% 11
2023
Q2
$4.48M Sell
27,548
-436
-2% -$70.8K 1.73% 11
2023
Q1
$4.31M Sell
27,984
-322
-1% -$49.6K 1.71% 11
2022
Q4
$4.3M Sell
28,306
-1,796
-6% -$273K 1.76% 11
2022
Q3
$4.07M Sell
30,102
-2,746
-8% -$371K 1.77% 10
2022
Q2
$4.71M Sell
32,848
-384
-1% -$55.1K 2.03% 10
2022
Q1
$5.39M Sell
33,232
-719
-2% -$117K 2.06% 10
2021
Q4
$5.83M Sell
33,951
-206
-0.6% -$35.4K 2.16% 10
2021
Q3
$5.25M Buy
34,157
+3,206
+10% +$492K 2.02% 10
2021
Q2
$4.79M Sell
30,951
-674
-2% -$104K 2.08% 10
2021
Q1
$4.65M Sell
31,625
-454
-1% -$66.8K 2.24% 9
2020
Q4
$4.53M Sell
32,079
-1,268
-4% -$179K 2.24% 9
2020
Q3
$4.29M Sell
33,347
-1,577
-5% -$203K 2.37% 9
2020
Q2
$4.09M Sell
34,924
-415
-1% -$48.6K 2.43% 9
2020
Q1
$3.65M Sell
35,339
-70
-0.2% -$7.24K 2.83% 8
2019
Q4
$4.41M Sell
35,409
-282
-0.8% -$35.2K 3.44% 6
2019
Q3
$4.27M Sell
35,691
-86
-0.2% -$10.3K 3.58% 6
2019
Q2
$4.12M Sell
35,777
-83
-0.2% -$9.56K 3.5% 6
2019
Q1
$3.93M Sell
35,860
-55
-0.2% -$6.03K 3.53% 6
2018
Q4
$3.52M Buy
+35,915
New +$3.52M 3.41% 6