Portside Wealth Group’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 | $962K | Sell |
4,702
-153
| -3% | -$31.3K | 0.14% | 153 |
|
|
2025
Q1 | $942K | Sell |
4,855
-10,615
| -69% | -$2.06M | 0.15% | 148 |
|
|
2024
Q4 | $3.03M | Sell |
15,470
-166
| -1% | -$32.5K | 0.5% | 51 |
|
|
2024
Q3 | $3.1M | Buy |
15,636
+11,993
| +329% | +$2.38M | 0.53% | 50 |
|
|
2024
Q2 | $665K | Sell |
3,643
-220
| -6% | -$40.2K | 0.13% | 168 |
|
|
2024
Q1 | $705K | Buy |
3,863
+284
| +8% | +$51.9K | 0.13% | 168 |
|
|
2023
Q4 | $610K | Buy |
+3,579
| New | +$610K | 0.11% | 186 |
|