Moulton 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 | – | Sell |
-2,900
| Closed | -$563K | – | 42 |
|
|
2025
Q1 | $563K | Sell |
2,900
-729
| -20% | -$141K | 0.43% | 30 |
|
|
2024
Q4 | $711K | Sell |
3,629
-4,004
| -52% | -$784K | 0.55% | 30 |
|
|
2024
Q3 | $1.51M | Sell |
7,633
-8,454
| -53% | -$1.67M | 1.26% | 19 |
|
|
2024
Q2 | $2.97M | Buy |
16,087
+274
| +2% | +$50.6K | 2.69% | 10 |
|
|
2024
Q1 | $2.89M | Buy |
15,813
+7,962
| +101% | +$1.45M | 3.03% | 8 |
|
|
2023
Q4 | $1.33M | Sell |
7,851
-2
| -0% | -$339 | 1.71% | 8 |
|
|
2023
Q3 | $1.23M | Sell |
7,853
-307
| -4% | -$48K | 1.81% | 9 |
|
|
2023
Q2 | $1.33M | Sell |
8,160
-217
| -3% | -$35.2K | 2.35% | 8 |
|
|
2023
Q1 | $1.3M | Sell |
8,377
-48
| -0.6% | -$7.44K | 2.86% | 6 |
|
|
2022
Q4 | $1.31M | Sell |
8,425
-72
| -0.8% | -$11.2K | 4.48% | 6 |
|
|
2022
Q3 | $1.15M | Sell |
8,497
-911
| -10% | -$123K | 7.22% | 5 |
|
|
2022
Q2 | $1.53M | Hold |
9,408
| – | – | 1.59% | 11 |
|
|
2022
Q1 | $1.53M | Sell |
9,408
-20,719
| -69% | -$3.37M | 1.59% | 11 |
|
|
2021
Q4 | $5.19M | Buy |
30,127
+5,348
| +22% | +$922K | 3.8% | 9 |
|
|
2021
Q3 | $3.84M | Buy |
24,779
+16,723
| +208% | +$2.59M | 2.87% | 11 |
|
|
2021
Q2 | $1.25M | Buy |
+8,056
| New | +$1.25M | 0.91% | 24 |
|