Morton Brown Family Wealth’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 | $53.6K | Hold |
262
| – | – | 0.02% | 103 |
|
|
2025
Q1 | $50.8K | Buy |
262
+1
| +0.4% | +$194 | 0.02% | 103 |
|
|
2024
Q4 | $51K | Buy |
261
+2
| +0.8% | +$391 | 0.02% | 104 |
|
|
2024
Q3 | $51.2K | Buy |
259
+225
| +662% | +$44.5K | 0.02% | 96 |
|
|
2024
Q2 | $6.41K | Hold |
34
| – | – | ﹤0.01% | 170 |
|
|
2024
Q1 | $6.21K | Sell |
34
-51
| -60% | -$9.31K | ﹤0.01% | 172 |
|
|
2023
Q4 | $14.4K | Buy |
85
+50
| +143% | +$8.49K | 0.01% | 161 |
|
|
2023
Q3 | $5.37K | Hold |
35
| – | – | ﹤0.01% | 149 |
|
|
2023
Q2 | $5.61K | Hold |
35
| – | – | ﹤0.01% | 141 |
|
|
2023
Q1 | $5.32K | Hold |
35
| – | – | ﹤0.01% | 156 |
|
|
2022
Q4 | $5.25K | Hold |
35
| – | – | ﹤0.01% | 133 |
|
|
2022
Q3 | $5K | Buy |
35
+1
| +3% | +$143 | ﹤0.01% | 146 |
|
|
2022
Q2 | $5K | Sell |
34
-113
| -77% | -$16.6K | ﹤0.01% | 153 |
|
|
2022
Q1 | $24K | Buy |
147
+1
| +0.7% | +$163 | 0.02% | 88 |
|
|
2021
Q4 | $25K | Buy |
+146
| New | +$25K | 0.02% | 93 |
|