Stone Summit 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 | $559K | Sell |
2,729
-5
| -0.2% | -$1.02K | 0.17% | 96 |
|
|
2025
Q1 | $530K | Hold |
2,734
| – | – | 0.18% | 91 |
|
|
2024
Q4 | $535K | Sell |
2,734
-100
| -4% | -$19.6K | 0.18% | 94 |
|
|
2024
Q3 | $561K | Buy |
2,834
+100
| +4% | +$19.8K | 0.18% | 94 |
|
|
2024
Q2 | $499K | Hold |
2,734
| – | – | 0.18% | 93 |
|
|
2024
Q1 | $499K | Hold |
2,734
| – | – | 0.17% | 96 |
|
|
2023
Q4 | $466K | Sell |
2,734
-35
| -1% | -$5.96K | 0.18% | 102 |
|
|
2023
Q3 | $430K | Buy |
2,769
+4
| +0.1% | +$622 | 0.18% | 102 |
|
|
2023
Q2 | $449K | Buy |
2,765
+465
| +20% | +$75.5K | 0.19% | 96 |
|
|
2023
Q1 | $354K | Hold |
2,300
| – | – | 0.16% | 106 |
|
|
2022
Q4 | $349K | Sell |
2,300
-419
| -15% | -$63.6K | 0.17% | 105 |
|
|
2022
Q3 | $368K | Hold |
2,719
| – | – | 0.23% | 91 |
|
|
2022
Q2 | $390K | Hold |
2,719
| – | – | 0.23% | 91 |
|
|
2022
Q1 | $443K | Buy |
+2,719
| New | +$443K | 0.25% | 91 |
|