Simplicity Wealth’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 | $3.01M | Buy |
14,685
+9,843
| +203% | +$2.01M | 0.13% | 162 |
|
|
2025
Q1 | $939K | Buy |
4,842
+1,633
| +51% | +$317K | 0.07% | 264 |
|
|
2024
Q4 | $628K | Sell |
3,209
-2,678
| -45% | -$524K | 0.13% | 138 |
|
|
2024
Q3 | $1.17M | Sell |
5,887
-10,574
| -64% | -$2.09M | 0.11% | 174 |
|
|
2024
Q2 | $3M | Sell |
16,461
-44,717
| -73% | -$8.16M | 0.07% | 275 |
|
|
2024
Q1 | $11.2M | Buy |
61,178
+58,178
| +1,939% | +$10.6M | 0.27% | 76 |
|
|
2023
Q4 | $511K | Buy |
3,000
+870
| +41% | +$148K | 0.2% | 95 |
|
|
2023
Q3 | $331K | Sell |
2,130
-21
| -1% | -$3.26K | 0.19% | 62 |
|
|
2023
Q2 | $349K | Buy |
2,151
+664
| +45% | +$108K | 0.22% | 56 |
|
|
2023
Q1 | $229K | Buy |
+1,487
| New | +$229K | 0.15% | 59 |
|