Moser 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 | $6.94M | Buy |
33,925
+244
| +0.7% | +$49.9K | 3.33% | 9 |
|
|
2025
Q1 | $6.53M | Buy |
33,681
+1,407
| +4% | +$273K | 3.42% | 9 |
|
|
2024
Q4 | $6.32M | Buy |
32,274
+756
| +2% | +$148K | 3.29% | 10 |
|
|
2024
Q3 | $6.24M | Buy |
31,518
+491
| +2% | +$97.2K | 3.24% | 10 |
|
|
2024
Q2 | $5.66M | Buy |
31,027
+1,399
| +5% | +$255K | 3.08% | 10 |
|
|
2024
Q1 | $5.41M | Buy |
29,628
+1,585
| +6% | +$289K | 3.01% | 10 |
|
|
2023
Q4 | $4.78M | Sell |
28,043
-1,247
| -4% | -$212K | 3.05% | 9 |
|
|
2023
Q3 | $4.55M | Buy |
29,290
+990
| +3% | +$154K | 3.19% | 9 |
|
|
2023
Q2 | $4.6M | Buy |
+28,300
| New | +$4.6M | 3.09% | 9 |
|
|
2022
Q4 | $4.5M | Buy |
29,613
+59
| +0.2% | +$8.96K | 3.39% | 9 |
|
|
2022
Q3 | $3.99M | Sell |
29,554
-349
| -1% | -$47.2K | 3.12% | 10 |
|
|
2022
Q2 | $4.29M | Sell |
29,903
-705
| -2% | -$101K | 3.19% | 10 |
|
|
2022
Q1 | $4.96M | Buy |
30,608
+919
| +3% | +$149K | 3.1% | 10 |
|
|
2021
Q4 | $5.1M | Sell |
29,689
-130
| -0.4% | -$22.3K | 3.08% | 9 |
|
|
2021
Q3 | $4.58M | Buy |
29,819
+1,094
| +4% | +$168K | 2.93% | 10 |
|
|
2021
Q2 | $4.45M | Buy |
28,725
+78
| +0.3% | +$12.1K | 2.86% | 9 |
|
|
2021
Q1 | $4.21M | Buy |
28,647
+1,105
| +4% | +$163K | 2.96% | 10 |
|
|
2020
Q4 | $3.89M | Buy |
27,542
+18
| +0.1% | +$2.54K | 2.87% | 10 |
|
|
2020
Q3 | $3.54M | Sell |
27,524
-750
| -3% | -$96.5K | 2.82% | 10 |
|
|
2020
Q2 | $3.31M | Buy |
28,274
+153
| +0.5% | +$17.9K | 3.16% | 8 |
|
|
2020
Q1 | $2.91M | Buy |
28,121
+690
| +3% | +$71.3K | 3.38% | 9 |
|
|
2019
Q4 | $3.42M | Buy |
+27,431
| New | +$3.42M | 3.28% | 9 |
|