Rooted Wealth Advisors’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 | $11.2M | Buy |
54,313
+1,094
| +2% | +$225K | 3.87% | 8 |
|
|
2025
Q1 | $9.42M | Buy |
53,219
+727
| +1% | +$129K | 4.06% | 8 |
|
|
2024
Q4 | $10.2M | Buy |
52,492
+5,760
| +12% | +$1.12M | 4.01% | 8 |
|
|
2024
Q3 | $9.14M | Buy |
46,732
+7,121
| +18% | +$1.39M | 4.08% | 7 |
|
|
2024
Q2 | $7.47M | Buy |
39,611
+2,490
| +7% | +$470K | 3.3% | 9 |
|
|
2024
Q1 | $6.69M | Buy |
37,121
+1,288
| +4% | +$232K | 3.3% | 9 |
|
|
2023
Q4 | $6.24M | Buy |
35,833
+4,222
| +13% | +$735K | 3.26% | 9 |
|
|
2023
Q3 | $5.13M | Buy |
31,611
+3,783
| +14% | +$613K | 3.16% | 11 |
|
|
2023
Q2 | $4.5M | Buy |
27,828
+1,081
| +4% | +$175K | 3.03% | 9 |
|
|
2023
Q1 | $4.17M | Buy |
26,747
+7,528
| +39% | +$1.17M | 3.09% | 8 |
|
|
2022
Q4 | $2.92M | Buy |
+19,219
| New | +$2.92M | 2.45% | 9 |
|