Planning Center Inc’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 | $1.97M | Sell |
9,613
-251
| -3% | -$51.4K | 0.22% | 24 |
|
|
2025
Q1 | $1.91M | Buy |
9,864
+25
| +0.3% | +$4.85K | 0.23% | 24 |
|
|
2024
Q4 | $1.93M | Sell |
9,839
-750
| -7% | -$147K | 0.24% | 23 |
|
|
2024
Q3 | $2.1M | Sell |
10,589
-68
| -0.6% | -$13.5K | 0.26% | 22 |
|
|
2024
Q2 | $1.95M | Sell |
10,657
-273
| -2% | -$49.8K | 0.25% | 23 |
|
|
2024
Q1 | $2M | Sell |
10,930
-181
| -2% | -$33.1K | 0.43% | 19 |
|
|
2023
Q4 | $1.89M | Buy |
11,111
+56
| +0.5% | +$9.54K | 0.44% | 20 |
|
|
2023
Q3 | $1.72M | Sell |
11,055
-199
| -2% | -$30.9K | 0.45% | 19 |
|
|
2023
Q2 | $1.83M | Sell |
11,254
-161
| -1% | -$26.2K | 0.46% | 19 |
|
|
2023
Q1 | $1.78M | Buy |
11,415
+26
| +0.2% | +$4.06K | 0.49% | 17 |
|
|
2022
Q4 | $1.73M | Buy |
11,389
+30
| +0.3% | +$4.56K | 0.53% | 17 |
|
|
2022
Q3 | $1.54M | Sell |
11,359
-303
| -3% | -$41.2K | 1.22% | 10 |
|
|
2022
Q2 | $1.69M | Buy |
11,662
+27
| +0.2% | +$3.91K | 1.33% | 10 |
|
|
2022
Q1 | $1.89M | Buy |
11,635
+23
| +0.2% | +$3.73K | 5.42% | 4 |
|
|
2021
Q4 | $1.92M | Buy |
+11,612
| New | +$1.92M | 1.53% | 9 |
|