My Personal CFO LLC’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 | $329K | Sell |
1,606
-15
| -0.9% | -$3.07K | 0.15% | 73 |
|
|
2025
Q1 | $315K | Hold |
1,621
| – | – | 0.16% | 71 |
|
|
2024
Q4 | $317K | Buy |
1,621
+1
| +0.1% | +$196 | 0.16% | 71 |
|
|
2024
Q3 | $321K | Hold |
1,620
| – | – | 0.18% | 72 |
|
|
2024
Q2 | $296K | Buy |
1,620
+77
| +5% | +$14.1K | 0.16% | 87 |
|
|
2024
Q1 | $282K | Hold |
1,543
| – | – | 0.16% | 84 |
|
|
2023
Q4 | $263K | Buy |
1,543
+38
| +3% | +$6.48K | 0.17% | 82 |
|
|
2023
Q3 | $234K | Hold |
1,505
| – | – | 0.19% | 76 |
|
|
2023
Q2 | $244K | Hold |
1,505
| – | – | 0.19% | 76 |
|
|
2023
Q1 | $232K | Hold |
1,505
| – | – | 0.2% | 70 |
|
|
2022
Q4 | $229K | Hold |
1,505
| – | – | 0.21% | 63 |
|
|
2022
Q3 | $203K | Hold |
1,505
| – | – | 0.31% | 58 |
|
|
2022
Q2 | $216K | Hold |
1,505
| – | – | 0.28% | 55 |
|
|
2022
Q1 | $244K | Hold |
1,505
| – | – | 0.25% | 51 |
|
|
2021
Q4 | $258K | Buy |
+1,505
| New | +$258K | 0.22% | 52 |
|