Regimen Wealth’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 | $507K | Sell |
2,475
-322
| -12% | -$65.9K | 0.16% | 49 |
|
|
2025
Q1 | $543K | Sell |
2,797
-1,200
| -30% | -$233K | 0.17% | 42 |
|
|
2024
Q4 | $783K | Buy |
3,997
+24
| +0.6% | +$4.7K | 0.26% | 35 |
|
|
2024
Q3 | $787K | Buy |
3,973
+1,227
| +45% | +$243K | 0.25% | 35 |
|
|
2024
Q2 | $501K | Hold |
2,746
| – | – | 0.17% | 42 |
|
|
2024
Q1 | $502K | Sell |
2,746
-295
| -10% | -$53.9K | 0.17% | 41 |
|
|
2023
Q4 | $518K | Buy |
+3,041
| New | +$518K | 0.2% | 40 |
|