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Next Level Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Next Level Wealth Planning’s Portfolio VIG Stock Details VIG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$530K Sell
2,589
-105
-4% -$21.5K 0.34% 23
2025
Q1 		$523K Buy
2,694
+115
+4% +$22.3K 0.4% 22
2024
Q4 		$505K Buy
+2,579
New +$505K 0.4% 20