Stone Summit Wealth’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 | $583K | Sell |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $530K | Hold |
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|
2024
Q4 | $535K | Sell |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $499K | Hold |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $390K | Hold |
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|
2022
Q1 | $443K | Buy |
|