Ridgecrest 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 | $7.7M | Buy |
37,622
+5,278
| +16% | +$1.08M | 4.06% | 6 |
|
|
2025
Q1 | $6.27M | Buy |
32,344
+3,069
| +10% | +$595K | 3.29% | 7 |
|
|
2024
Q4 | $5.73M | Sell |
29,275
-146
| -0.5% | -$28.6K | 3.11% | 9 |
|
|
2024
Q3 | $5.83M | Buy |
29,421
+1,365
| +5% | +$270K | 3.04% | 10 |
|
|
2024
Q2 | $5.12M | Buy |
28,056
+1,533
| +6% | +$280K | 3.08% | 10 |
|
|
2024
Q1 | $4.84M | Buy |
26,523
+1,427
| +6% | +$261K | 2.88% | 11 |
|
|
2023
Q4 | $4.28M | Buy |
25,096
+654
| +3% | +$111K | 2.83% | 10 |
|
|
2023
Q3 | $3.8M | Buy |
24,442
+47
| +0.2% | +$7.3K | 2.66% | 11 |
|
|
2023
Q2 | $3.96M | Sell |
24,395
-135
| -0.6% | -$21.9K | 2.62% | 12 |
|
|
2023
Q1 | $3.78M | Buy |
24,530
+450
| +2% | +$69.3K | 2.69% | 11 |
|
|
2022
Q4 | $3.66M | Buy |
24,080
+10,200
| +73% | +$1.55M | 2.78% | 11 |
|
|
2022
Q3 | $1.88M | Buy |
13,880
+4,670
| +51% | +$631K | 1.53% | 19 |
|
|
2022
Q2 | $1.32M | Buy |
9,210
+7,495
| +437% | +$1.08M | 0.96% | 27 |
|
|
2022
Q1 | $278K | Sell |
1,715
-27
| -2% | -$4.38K | 0.18% | 91 |
|
|
2021
Q4 | $299K | Buy |
+1,742
| New | +$299K | 0.15% | 102 |
|