MN Wealth Advisors’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 | $456K | Sell |
2,229
-1,057
| -32% | -$216K | 0.27% | 70 |
|
|
2025
Q1 | $637K | Sell |
3,286
-372
| -10% | -$72.2K | 0.37% | 56 |
|
|
2024
Q4 | $716K | Buy |
3,658
+163
| +5% | +$31.9K | 0.4% | 52 |
|
|
2024
Q3 | $692K | Sell |
3,495
-9
| -0.3% | -$1.78K | 0.39% | 51 |
|
|
2024
Q2 | $640K | Sell |
3,504
-338
| -9% | -$61.7K | 0.37% | 52 |
|
|
2024
Q1 | $702K | Sell |
3,842
-1,158
| -23% | -$212K | 0.43% | 51 |
|
|
2023
Q4 | $852K | Buy |
+5,000
| New | +$852K | 0.59% | 39 |
|