Regent Peak Wealth Advisors’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
Q1 | $311K | Buy |
1,601
+70
| +5% | +$13.6K | 0.07% | 115 |
|
|
2024
Q4 | $300K | Buy |
1,531
+156
| +11% | +$30.5K | 0.07% | 125 |
|
|
2024
Q3 | $272K | Buy |
+1,375
| New | +$272K | 0.06% | 128 |
|
|
2023
Q2 | – | Sell |
-1,314
| Closed | -$202K | – | 168 |
|
|
2023
Q1 | $202K | Buy |
+1,314
| New | +$202K | 0.06% | 152 |
|
|
2021
Q1 | – | Sell |
-750
| Closed | -$106K | – | 962 |
|
|
2020
Q4 | $106K | Buy |
+750
| New | +$106K | 0.04% | 212 |
|