Sterling Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$639K Sell
2025
Q2
$638K Hold
2025
Q1
$604K Buy
2024
Q4
$600K Sell
2024
Q3
$619K Sell
2024
Q2
$592K Sell
2024
Q1
$613K Sell
2023
Q4
$586K Sell
2023
Q3
$552K Sell
2023
Q2
$583K Sell
2023
Q1
$597K Sell
2022
Q4
$646K Sell
2022
Q3
$581K Sell
2022
Q2
$625K Sell
2022
Q1
$786K Sell
2021
Q4
$844K Buy
2021
Q3
$678K Buy
2021
Q2
$252K Buy
2021
Q1
$33K Buy
2020
Q4
$31K Buy