Rockline 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 | $398K | Sell |
1,945
-35
| -2% | -$7.16K | 0.09% | 71 |
|
|
2025
Q1 | $384K | Sell |
1,980
-29
| -1% | -$5.63K | 0.11% | 71 |
|
|
2024
Q4 | $393K | Sell |
2,009
-64
| -3% | -$12.5K | 0.11% | 74 |
|
|
2024
Q3 | $411K | Sell |
2,073
-31
| -1% | -$6.14K | 0.12% | 73 |
|
|
2024
Q2 | $384K | Buy |
2,104
+48
| +2% | +$8.76K | 0.12% | 73 |
|
|
2024
Q1 | $375K | Buy |
2,056
+267
| +15% | +$48.8K | 0.13% | 73 |
|
|
2023
Q4 | $305K | Buy |
+1,789
| New | +$305K | 0.13% | 77 |
|