Planned Solutions’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
Q2 | $526K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $361K | Hold |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $433K | Hold |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $313K | Buy |
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