Schwallier 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 | $634K | Sell |
3,099
-2
| -0.1% | -$409 | 0.39% | 24 |
|
|
2025
Q1 | $602K | Sell |
3,101
-5
| -0.2% | -$970 | 0.44% | 26 |
|
|
2024
Q4 | $608K | Buy |
3,106
+21
| +0.7% | +$4.11K | 0.46% | 20 |
|
|
2024
Q3 | $611K | Sell |
3,085
-40
| -1% | -$7.92K | 0.44% | 21 |
|
|
2024
Q2 | $570K | Sell |
3,125
-11,034
| -78% | -$2.01M | 0.46% | 20 |
|
|
2024
Q1 | $2.59M | Sell |
14,159
-747
| -5% | -$136K | 2.08% | 12 |
|
|
2023
Q4 | $2.54M | Buy |
+14,906
| New | +$2.54M | 2.11% | 11 |
|