SteelPeak 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 | $2.57M | Buy |
12,497
+1,581
| +14% | +$325K | 0.1% | 158 |
|
|
2025
Q1 | $2.12M | Sell |
10,916
-556
| -5% | -$108K | 0.09% | 170 |
|
|
2024
Q4 | $2.25M | Buy |
11,472
+354
| +3% | +$69.3K | 0.09% | 163 |
|
|
2024
Q3 | $2.21M | Sell |
11,118
-136
| -1% | -$27K | 0.1% | 154 |
|
|
2024
Q2 | $2.06M | Sell |
11,254
-4,396
| -28% | -$806K | 0.1% | 153 |
|
|
2024
Q1 | $2.86M | Buy |
15,650
+214
| +1% | +$39.1K | 0.14% | 124 |
|
|
2023
Q4 | $2.63M | Buy |
15,436
+752
| +5% | +$128K | 0.15% | 112 |
|
|
2023
Q3 | $2.29M | Buy |
14,684
+4,371
| +42% | +$683K | 0.14% | 119 |
|
|
2023
Q2 | $1.68M | Buy |
+10,313
| New | +$1.68M | 0.1% | 137 |
|
|
2022
Q2 | – | Sell |
-1,415
| Closed | -$229K | – | 453 |
|
|
2022
Q1 | $229K | Hold |
1,415
| – | – | 0.01% | 366 |
|
|
2021
Q4 | $243K | Hold |
1,415
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $217K | Hold |
1,415
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $219K | Hold |
1,415
| – | – | 0.02% | 371 |
|
|
2021
Q1 | $208K | Buy |
+1,415
| New | +$208K | 0.02% | 338 |
|