Ridgecrest Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.21M | Buy |
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|
2025
Q2 | $7.7M | Buy |
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|
2025
Q1 | $6.27M | Buy |
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|
2024
Q4 | $5.73M | Sell |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $4.84M | Buy |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $3.8M | Buy |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $3.78M | Buy |
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|
2022
Q4 | $3.66M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $299K | Buy |
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