Mittelman 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 | $19M | Sell |
92,702
-1,232
| -1% | -$252K | 16.02% | 1 |
|
|
2025
Q1 | $18.2M | Buy |
93,934
+4,818
| +5% | +$935K | 16.44% | 2 |
|
|
2024
Q4 | $17.5M | Sell |
89,116
-75,546
| -46% | -$14.8M | 16.24% | 2 |
|
|
2024
Q3 | $32.6M | Buy |
164,662
+53,041
| +48% | +$10.5M | 18.53% | 1 |
|
|
2024
Q2 | $20.4M | Buy |
111,621
+6,749
| +6% | +$1.23M | 13.21% | 1 |
|
|
2024
Q1 | $19.2M | Buy |
+104,872
| New | +$19.2M | 12.97% | 1 |
|