Second Half Financial Partners’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
2024
Q2
Sell
-1,726
Closed -$315K 66
2024
Q1
$315K Buy
1,726
+7
+0.4% +$1.28K 0.14% 52
2023
Q4
$293K Buy
+1,719
New +$293K 0.14% 41
2023
Q3
Sell
-1,725
Closed -$280K 136
2023
Q2
$280K Buy
+1,725
New +$280K 0.06% 128