Sightline Wealth Advisors’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 | $475K | Hold |
2,322
| – | – | 0.23% | 54 |
|
|
2025
Q1 | $450K | Buy |
2,322
+11
| +0.5% | +$2.13K | 0.24% | 53 |
|
|
2024
Q4 | $452K | Buy |
2,311
+20
| +0.9% | +$3.92K | 0.24% | 51 |
|
|
2024
Q3 | $454K | Buy |
2,291
+11
| +0.5% | +$2.18K | 0.25% | 49 |
|
|
2024
Q2 | $416K | Hold |
2,280
| – | – | 0.26% | 54 |
|
|
2024
Q1 | $416K | Buy |
2,280
+10
| +0.4% | +$1.83K | 0.27% | 52 |
|
|
2023
Q4 | $387K | Buy |
2,270
+22
| +1% | +$3.75K | 0.29% | 49 |
|
|
2023
Q3 | $349K | Buy |
+2,248
| New | +$349K | 0.33% | 50 |
|