Perfromance Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68.2M | Sell |
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|
2025
Q2 | $66.3M | Buy |
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|
2025
Q1 | $62.3M | Buy |
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|
2024
Q4 | $60.8M | Buy |
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|
2024
Q3 | $61.4M | Sell |
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|
2024
Q2 | $97.1M | Sell |
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|
2024
Q1 | $99.3M | Sell |
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|
2023
Q4 | $94M | Buy |
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|
2023
Q3 | $85.1M | Buy |
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|
2023
Q2 | $87.5M | Buy |
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|
2023
Q1 | $82.3M | Buy |
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|
2022
Q4 | $77.9M | Buy |
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|
2022
Q3 | $68.2M | Buy |
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|
2022
Q2 | $68.3M | Sell |
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|
2022
Q1 | $77.2M | Sell |
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|
2021
Q4 | $82M | Buy |
|