Schrum Private 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 | $1.05M | Buy |
5,109
+733
| +17% | +$150K | 0.84% | 32 |
|
|
2025
Q1 | $849K | Buy |
4,376
+675
| +18% | +$131K | 0.75% | 36 |
|
|
2024
Q4 | $725K | Sell |
3,701
-2,229
| -38% | -$436K | 0.61% | 44 |
|
|
2024
Q3 | $1.17M | Buy |
5,930
+2,303
| +63% | +$456K | 0.61% | 44 |
|
|
2024
Q2 | $662K | Buy |
3,627
+16
| +0.4% | +$2.92K | 0.6% | 47 |
|
|
2024
Q1 | $660K | Buy |
3,611
+682
| +23% | +$125K | 0.6% | 49 |
|
|
2023
Q4 | $499K | Sell |
2,929
-459
| -14% | -$78.2K | 0.71% | 39 |
|
|
2023
Q3 | $527K | Buy |
3,388
+2
| +0.1% | +$311 | 0.6% | 48 |
|
|
2023
Q2 | $550K | Sell |
3,386
-2
| -0.1% | -$325 | 0.6% | 51 |
|
|
2023
Q1 | $522K | Buy |
3,388
+11
| +0.3% | +$1.69K | 0.6% | 51 |
|
|
2022
Q4 | $513K | Hold |
3,377
| – | – | 0.61% | 48 |
|
|
2022
Q3 | $456K | Buy |
3,377
+2
| +0.1% | +$270 | 0.58% | 52 |
|
|
2022
Q2 | $484K | Buy |
3,375
+24
| +0.7% | +$3.44K | 0.55% | 57 |
|
|
2022
Q1 | $522K | Buy |
3,351
+193
| +6% | +$30.1K | 0.52% | 59 |
|
|
2021
Q4 | $544K | Buy |
+3,158
| New | +$544K | 0.5% | 55 |
|