Precedent Wealth Partners’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 | $246K | Sell |
1,202
-338
| -22% | -$69.2K | 0.06% | 158 |
|
|
2025
Q1 | $299K | Buy |
1,540
+330
| +27% | +$64K | 0.08% | 138 |
|
|
2024
Q4 | $237K | Sell |
1,210
-497
| -29% | -$97.3K | 0.08% | 140 |
|
|
2024
Q3 | $338K | Sell |
1,707
-17
| -1% | -$3.37K | 0.11% | 125 |
|
|
2024
Q2 | $315K | Buy |
1,724
+10
| +0.6% | +$1.83K | 0.13% | 121 |
|
|
2024
Q1 | $313K | Hold |
1,714
| – | – | 0.13% | 117 |
|
|
2023
Q4 | $292K | Buy |
+1,714
| New | +$292K | 0.15% | 113 |
|