Mosaic Family Wealth Partners’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 | $1.06M | Hold |
5,178
| – | – | 0.14% | 78 |
|
|
2025
Q1 | $1M | Hold |
5,178
| – | – | 0.14% | 78 |
|
|
2024
Q4 | $1.01M | Buy |
5,178
+30
| +0.6% | +$5.88K | 0.15% | 77 |
|
|
2024
Q3 | $1.02M | Buy |
5,148
+202
| +4% | +$40K | 0.15% | 78 |
|
|
2024
Q2 | $903K | Hold |
4,946
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $903K | Buy |
4,946
+23
| +0.5% | +$4.2K | 0.15% | 78 |
|
|
2023
Q4 | $839K | Hold |
4,923
| – | – | 0.14% | 83 |
|
|
2023
Q3 | $765K | Buy |
4,923
+460
| +10% | +$71.5K | 0.15% | 84 |
|
|
2023
Q2 | $725K | Sell |
4,463
-60
| -1% | -$9.75K | 0.14% | 87 |
|
|
2023
Q1 | $697K | Buy |
4,523
+25
| +0.6% | +$3.85K | 0.15% | 85 |
|
|
2022
Q4 | $683K | Buy |
+4,498
| New | +$683K | 0.19% | 79 |
|