Sonoma Private 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 Q1	–	Sell	-1,464	Closed	-$287K	–	86
2024 Q4	$287K	Sell	1,464 -6	-0.4%	-$1.18K	0.46%	67
2024 Q3	$291K	Hold	1,470	–	–	0.45%	76
2024 Q2	$268K	Buy	+1,470	New	+$268K	0.44%	71