Nova R Wealth’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 | $1.82M | Sell |
8,892
-146
| -2% | -$29.9K | 0.85% | 27 |
|
|
2025
Q1 | $1.75M | Buy |
9,038
+92
| +1% | +$17.8K | 0.87% | 26 |
|
|
2024
Q4 | $1.75M | Buy |
8,946
+74
| +0.8% | +$14.5K | 0.88% | 23 |
|
|
2024
Q3 | $1.76M | Buy |
8,872
+8
| +0.1% | +$1.58K | 0.87% | 24 |
|
|
2024
Q2 | $1.62M | Buy |
8,864
+41
| +0.5% | +$7.48K | 0.83% | 24 |
|
|
2024
Q1 | $1.61M | Buy |
8,823
+70
| +0.8% | +$12.8K | 0.84% | 26 |
|
|
2023
Q4 | $1.49M | Sell |
8,753
-32
| -0.4% | -$5.45K | 0.94% | 24 |
|
|
2023
Q3 | $1.37M | Buy |
8,785
+42
| +0.5% | +$6.53K | 0.94% | 22 |
|
|
2023
Q2 | $1.42M | Sell |
8,743
-356
| -4% | -$57.8K | 0.95% | 23 |
|
|
2023
Q1 | $1.4M | Buy |
9,099
+886
| +11% | +$136K | 0.95% | 22 |
|
|
2022
Q4 | $1.25M | Sell |
8,213
-3,315
| -29% | -$503K | 0.91% | 23 |
|
|
2022
Q3 | $1.56M | Buy |
11,528
+528
| +5% | +$71.4K | 1.27% | 19 |
|
|
2022
Q2 | $1.58M | Buy |
11,000
+2,811
| +34% | +$403K | 1.3% | 17 |
|
|
2022
Q1 | $1.33M | Buy |
8,189
+1,432
| +21% | +$232K | 1.13% | 19 |
|
|
2021
Q4 | $1.16M | Buy |
+6,757
| New | +$1.16M | 0.94% | 21 |
|