Rooted Wealth Advisors’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
2026 Q1	$3.61M	Buy	15,900 +1,018	+7%	+$227K	0.95%	29
2025 Q4	$3.37M	Sell	14,882 -42,757	-74%	-$9.34M	0.95%	23
2025 Q3	$12.6M	Buy	57,639 +3,326	+6%	+$698K	3.83%	7
2025 Q2	$11.2M	Buy	54,313 +1,094	+2%	+$212K	3.87%	8
2025 Q1	$9.42M	Buy	53,219 +727	+1%	+$145K	4.06%	8
2024 Q4	$10.2M	Buy	52,492 +5,760	+12%	+$1.15M	4.01%	8
2024 Q3	$9.13M	Buy	46,732 +7,121	+18%	+$1.36M	4.08%	7
2024 Q2	$7.47M	Buy	39,611 +2,490	+7%	+$448K	3.3%	9
2024 Q1	$6.69M	Buy	37,121 +1,288	+4%	+$226K	3.3%	9
2023 Q4	$6.24M	Buy	35,833 +4,222	+13%	+$679K	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%	+$169K	3.03%	9
2023 Q1	$4.17M	Buy	26,747 +7,528	+39%	+$1.15M	3.09%	8
2022 Q4	$2.92M	Buy	+19,219	New	+$2.86M	2.45%	9