Sterling Financial Planning’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 | $638K | Hold |
3,116
| – | – | 0.21% | 62 |
|
|
2025
Q1 | $604K | Buy |
3,116
+54
| +2% | +$10.5K | 0.22% | 63 |
|
|
2024
Q4 | $600K | Sell |
3,062
-65
| -2% | -$12.7K | 0.22% | 60 |
|
|
2024
Q3 | $619K | Sell |
3,127
-118
| -4% | -$23.4K | 0.23% | 62 |
|
|
2024
Q2 | $592K | Sell |
3,245
-110
| -3% | -$20.1K | 0.24% | 59 |
|
|
2024
Q1 | $613K | Sell |
3,355
-82
| -2% | -$15K | 0.25% | 61 |
|
|
2023
Q4 | $586K | Sell |
3,437
-112
| -3% | -$19.1K | 0.25% | 60 |
|
|
2023
Q3 | $552K | Sell |
3,549
-39
| -1% | -$6.06K | 0.28% | 55 |
|
|
2023
Q2 | $583K | Sell |
3,588
-289
| -7% | -$46.9K | 0.29% | 55 |
|
|
2023
Q1 | $597K | Sell |
3,877
-380
| -9% | -$58.5K | 0.32% | 53 |
|
|
2022
Q4 | $646K | Sell |
4,257
-41
| -1% | -$6.23K | 0.39% | 48 |
|
|
2022
Q3 | $581K | Sell |
4,298
-60
| -1% | -$8.11K | 0.41% | 49 |
|
|
2022
Q2 | $625K | Sell |
4,358
-489
| -10% | -$70.1K | 0.44% | 43 |
|
|
2022
Q1 | $786K | Sell |
4,847
-64
| -1% | -$10.4K | 0.49% | 39 |
|
|
2021
Q4 | $844K | Buy |
4,911
+494
| +11% | +$84.9K | 0.53% | 35 |
|
|
2021
Q3 | $678K | Buy |
4,417
+2,791
| +172% | +$428K | 0.43% | 39 |
|
|
2021
Q2 | $252K | Buy |
1,626
+1,403
| +629% | +$217K | 0.16% | 71 |
|
|
2021
Q1 | $33K | Buy |
223
+1
| +0.5% | +$148 | 0.02% | 189 |
|
|
2020
Q4 | $31K | Buy |
+222
| New | +$31K | 0.03% | 181 |
|