Moisand Fitzgerald Tamayo’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 | $141K | Sell |
688
-29
| -4% | -$5.94K | 0.02% | 134 |
|
|
2025
Q1 | $139K | Sell |
717
-345
| -32% | -$66.9K | 0.02% | 131 |
|
|
2024
Q4 | $208K | Buy |
1,062
+26
| +3% | +$5.09K | 0.03% | 108 |
|
|
2024
Q3 | $205K | Buy |
1,036
+345
| +50% | +$68.3K | 0.03% | 111 |
|
|
2024
Q2 | $126K | Sell |
691
-110
| -14% | -$20.1K | 0.02% | 126 |
|
|
2024
Q1 | $146K | Hold |
801
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $136K | Sell |
801
-18
| -2% | -$3.07K | 0.02% | 118 |
|
|
2023
Q3 | $127K | Hold |
819
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $133K | Hold |
819
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $126K | Hold |
819
| – | – | 0.03% | 116 |
|
|
2022
Q4 | $124K | Sell |
819
-14
| -2% | -$2.13K | 0.03% | 116 |
|
|
2022
Q3 | $113K | Hold |
833
| – | – | 0.03% | 115 |
|
|
2022
Q2 | $120K | Buy |
+833
| New | +$120K | 0.03% | 112 |
|
|
2022
Q1 | – | Sell |
-258
| Closed | -$44K | – | 659 |
|
|
2021
Q4 | $44K | Hold |
258
| – | – | 0.01% | 158 |
|
|
2021
Q3 | $40K | Buy |
258
+83
| +47% | +$12.9K | 0.01% | 161 |
|
|
2021
Q2 | $27K | Hold |
175
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $26K | Buy |
175
+14
| +9% | +$2.08K | 0.01% | 157 |
|
|
2020
Q4 | $23K | Hold |
161
| – | – | 0.01% | 161 |
|
|
2020
Q3 | $21K | Hold |
161
| – | – | 0.01% | 157 |
|
|
2020
Q2 | $19K | Buy |
+161
| New | +$19K | 0.01% | 155 |
|
|
2018
Q4 | – | Sell |
-471
| Closed | -$52K | – | 304 |
|
|
2018
Q3 | $52K | Buy |
+471
| New | +$52K | 0.03% | 123 |
|