Phillips Wealth Planners’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 | $525K | Sell |
2,550
-56
| -2% | -$11.5K | 0.48% | 69 |
|
|
2025
Q1 | $481K | Sell |
2,606
-12
| -0.5% | -$2.22K | 0.51% | 68 |
|
|
2024
Q4 | $505K | Sell |
2,618
-193
| -7% | -$37.2K | 0.5% | 64 |
|
|
2024
Q3 | $565K | Sell |
2,811
-36
| -1% | -$7.24K | 0.54% | 57 |
|
|
2024
Q2 | $528K | Buy |
2,847
+3
| +0.1% | +$556 | 0.56% | 57 |
|
|
2024
Q1 | $495K | Buy |
+2,844
| New | +$495K | 0.57% | 55 |
|