Pursue 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 | $4.03M | Buy |
19,675
+590
| +3% | +$121K | 2.29% | 10 |
|
2025
Q1 | $3.7M | Buy |
19,085
+1,030
| +6% | +$200K | 2.25% | 14 |
|
2024
Q4 | $3.54M | Buy |
18,055
+3,355
| +23% | +$657K | 2.02% | 15 |
|
2024
Q3 | $2.91M | Buy |
14,700
+9,927
| +208% | +$1.97M | 1.59% | 19 |
|
2024
Q2 | $871K | Buy |
4,773
+2,386
| +100% | +$436K | 0.48% | 46 |
|
2024
Q1 | $436K | Buy |
+2,387
| New | +$436K | 0.26% | 66 |
|