Philip James Wealth Mangement’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 | $1.4M | Sell |
6,823
-27
| -0.4% | -$5.53K | 0.18% | 76 |
|
|
2025
Q1 | $1.33M | Sell |
6,850
-257
| -4% | -$49.9K | 0.16% | 76 |
|
|
2024
Q4 | $1.39M | Buy |
7,107
+58
| +0.8% | +$11.4K | 0.18% | 72 |
|
|
2024
Q3 | $1.4M | Buy |
7,049
+97
| +1% | +$19.2K | 0.17% | 69 |
|
|
2024
Q2 | $1.27M | Hold |
6,952
| – | – | 0.84% | 22 |
|
|
2024
Q1 | $1.27M | Sell |
6,952
-365
| -5% | -$66.7K | 0.9% | 22 |
|
|
2023
Q4 | $1.25M | Buy |
+7,317
| New | +$1.25M | 0.97% | 20 |
|