Stephenson & Company’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
2024 Q2	–	Sell	-1,456	Closed	-$266K	–	38
2024 Q1	$266K	Sell	1,456 -95	-6%	-$17.3K	0.19%	29
2023 Q4	$264K	Buy	+1,551	New	+$264K	0.22%	28