Schwallier Wealth Management’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
2025
Q3
$704K Buy
2025
Q2
$634K Sell
2025
Q1
$602K Sell
2024
Q4
$608K Buy
2024
Q3
$611K Sell
2024
Q2
$570K Sell
2024
Q1
$2.59M Sell
2023
Q4
$2.54M Buy