Strait & Sound Wealth Management’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 | $433K | Hold |
2,114
| – | – | 0.18% | 95 |
|
|
2025
Q1 | $410K | Sell |
2,114
-29
| -1% | -$5.63K | 0.19% | 91 |
|
|
2024
Q4 | $420K | Sell |
2,143
-197
| -8% | -$38.6K | 0.19% | 89 |
|
|
2024
Q3 | $463K | Sell |
2,340
-13
| -0.6% | -$2.57K | 0.23% | 84 |
|
|
2024
Q2 | $430K | Buy |
2,353
+15
| +0.6% | +$2.74K | 0.22% | 76 |
|
|
2024
Q1 | $416K | Buy |
2,338
+2
| +0.1% | +$356 | 0.23% | 72 |
|
|
2023
Q4 | $398K | Buy |
2,336
+3
| +0.1% | +$512 | 0.25% | 74 |
|
|
2023
Q3 | $362K | Sell |
2,333
-270
| -10% | -$41.9K | 0.31% | 74 |
|
|
2023
Q2 | $423K | Sell |
2,603
-1,198
| -32% | -$195K | 0.42% | 54 |
|
|
2023
Q1 | $585K | Buy |
3,801
+3
| +0.1% | +$462 | 0.58% | 42 |
|
|
2022
Q4 | $591K | Buy |
+3,798
| New | +$591K | 0.65% | 42 |
|