Revisor Wealth Management’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 | $481K | Buy |
2,321
+181
| +8% | +$37.5K | 0.17% | 141 |
|
2025
Q1 | $415K | Buy |
+2,140
| New | +$415K | 0.18% | 138 |
|
2024
Q2 | – | Sell |
-1,329
| Closed | -$234K | – | 195 |
|
2024
Q1 | $234K | Buy |
+1,329
| New | +$234K | 0.11% | 168 |
|
2023
Q4 | – | Sell |
-2,973
| Closed | -$462K | – | 172 |
|
2023
Q3 | $462K | Sell |
2,973
-24,236
| -89% | -$3.77M | 0.39% | 57 |
|
2023
Q2 | $4.42M | Buy |
27,209
+3,187
| +13% | +$518K | 3.97% | 3 |
|
2023
Q1 | $3.7M | Buy |
+24,022
| New | +$3.7M | 3.38% | 4 |
|