Smith Salley 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 | $2.27M | Sell |
11,106
-16
| -0.1% | -$3.28K | 0.13% | 107 |
|
|
2025
Q1 | $2.16M | Sell |
11,122
-721
| -6% | -$140K | 0.14% | 99 |
|
|
2024
Q4 | $2.32M | Buy |
11,843
+536
| +5% | +$105K | 0.15% | 97 |
|
|
2024
Q3 | $2.24M | Buy |
11,307
+454
| +4% | +$89.9K | 0.15% | 100 |
|
|
2024
Q2 | $1.98M | Sell |
10,853
-2,180
| -17% | -$398K | 0.14% | 99 |
|
|
2024
Q1 | $2.38M | Buy |
13,033
+6
| +0% | +$1.1K | 0.18% | 82 |
|
|
2023
Q4 | $2.22M | Sell |
13,027
-654
| -5% | -$111K | 0.14% | 105 |
|
|
2023
Q3 | $2.13M | Sell |
13,681
-166
| -1% | -$25.8K | 0.16% | 98 |
|
|
2023
Q2 | $2.25M | Sell |
13,847
-578
| -4% | -$93.9K | 0.17% | 92 |
|
|
2023
Q1 | $2.22M | Sell |
14,425
-821
| -5% | -$126K | 0.18% | 92 |
|
|
2022
Q4 | $2.32M | Hold |
15,246
| – | – | 0.2% | 91 |
|
|
2022
Q3 | $2.06M | Sell |
15,246
-109
| -0.7% | -$14.7K | 0.19% | 93 |
|
|
2022
Q2 | $2.2M | Sell |
15,355
-207
| -1% | -$29.7K | 0.19% | 96 |
|
|
2022
Q1 | $2.52M | Buy |
15,562
+207
| +1% | +$33.6K | 0.19% | 94 |
|
|
2021
Q4 | $2.64M | Hold |
15,355
| – | – | 0.19% | 96 |
|
|
2021
Q3 | $2.36M | Buy |
15,355
+678
| +5% | +$104K | 0.19% | 94 |
|
|
2021
Q2 | $2.27M | Hold |
14,677
| – | – | 0.18% | 94 |
|
|
2021
Q1 | $2.16M | Hold |
14,677
| – | – | 0.19% | 85 |
|
|
2020
Q4 | $2.07M | Buy |
+14,677
| New | +$2.07M | 0.21% | 82 |
|