Modern 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	$9.68M	Sell	47,285 -891	-2%	-$182K	0.24%	99
2025 Q1	$9.35M	Buy	48,176 +20,997	+77%	+$4.07M	0.3%	78
2024 Q4	$5.32M	Buy	27,179 +25,055	+1,180%	+$4.91M	0.2%	101
2024 Q3	$421K	Buy	+2,124	New	+$421K	0.03%	278