Sequent Planning’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 | $814K | Buy |
3,975
+28
| +0.7% | +$5.73K | 0.26% | 63 |
|
|
2025
Q1 | $766K | Sell |
3,947
-30
| -0.8% | -$5.82K | 0.28% | 64 |
|
|
2024
Q4 | $779K | Sell |
3,977
-97
| -2% | -$19K | 0.29% | 66 |
|
|
2024
Q3 | $807K | Buy |
4,074
+296
| +8% | +$58.6K | 0.28% | 64 |
|
|
2024
Q2 | $688K | Sell |
3,778
-371
| -9% | -$67.6K | 0.24% | 72 |
|
|
2024
Q1 | $758K | Buy |
+4,149
| New | +$758K | 0.27% | 68 |
|