Roger Wittlin Investment Advisory’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 | $1.75M | Sell |
8,534
-56
| -0.7% | -$11.5K | 0.97% | 19 |
|
|
2025
Q1 | $1.67M | Buy |
8,590
+7
| +0.1% | +$1.36K | 0.98% | 20 |
|
|
2024
Q4 | $1.68M | Buy |
8,583
+74
| +0.9% | +$14.5K | 0.94% | 20 |
|
|
2024
Q3 | $1.69M | Sell |
8,509
-97
| -1% | -$19.2K | 0.97% | 19 |
|
|
2024
Q2 | $1.57M | Sell |
8,606
-4,018
| -32% | -$734K | 1.01% | 20 |
|
|
2024
Q1 | $2.31M | Sell |
12,624
-5,161
| -29% | -$942K | 1.62% | 16 |
|
|
2023
Q4 | $3.03M | Buy |
17,785
+182
| +1% | +$31K | 2.24% | 15 |
|
|
2023
Q3 | $2.74M | Sell |
17,603
-346
| -2% | -$53.8K | 2.32% | 14 |
|
|
2023
Q2 | $2.92M | Buy |
17,949
+1,439
| +9% | +$234K | 2.36% | 14 |
|
|
2023
Q1 | $2.54M | Buy |
16,510
+361
| +2% | +$55.6K | 2.27% | 15 |
|
|
2022
Q4 | $2.45M | Buy |
16,149
+13,730
| +568% | +$2.08M | 2.45% | 16 |
|
|
2022
Q3 | $326K | Sell |
2,419
-36,736
| -94% | -$4.95M | 8.86% | 4 |
|
|
2022
Q2 | $5.62M | Buy |
39,155
+20
| +0.1% | +$2.87K | 5.54% | 8 |
|
|
2022
Q1 | $6.35M | Buy |
+39,135
| New | +$6.35M | 5.84% | 6 |
|