Shira Ridge 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 | $5.35M | Sell |
26,122
-1,093
| -4% | -$224K | 2.44% | 13 |
|
|
2025
Q1 | $5.28M | Buy |
27,215
+2,688
| +11% | +$521K | 2.63% | 12 |
|
|
2024
Q4 | $4.8M | Buy |
24,527
+1,098
| +5% | +$215K | 2.35% | 12 |
|
|
2024
Q3 | $4.64M | Buy |
23,429
+9,191
| +65% | +$1.82M | 2.37% | 12 |
|
|
2024
Q2 | $2.6M | Buy |
14,238
+926
| +7% | +$169K | 1.45% | 19 |
|
|
2024
Q1 | $2.43M | Sell |
13,312
-532
| -4% | -$97.2K | 1.39% | 19 |
|
|
2023
Q4 | $2.36M | Buy |
13,844
+99
| +0.7% | +$16.9K | 1.42% | 20 |
|
|
2023
Q3 | $2.14M | Buy |
13,745
+1,000
| +8% | +$155K | 1.4% | 20 |
|
|
2023
Q2 | $2.07M | Buy |
12,745
+143
| +1% | +$23.2K | 1.3% | 21 |
|
|
2023
Q1 | $1.94M | Sell |
12,602
-4,126
| -25% | -$635K | 1.28% | 22 |
|
|
2022
Q4 | $2.54M | Buy |
+16,728
| New | +$2.54M | 1.75% | 18 |
|