Talisman Wealth Advisors’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 | $1.78M | Hold |
8,715
| – | – | 1.63% | 18 |
|
|
2025
Q1 | $1.69M | Buy |
8,715
+19
| +0.2% | +$3.69K | 1.74% | 18 |
|
|
2024
Q4 | $1.7M | Buy |
8,696
+40
| +0.5% | +$7.83K | 1.81% | 15 |
|
|
2024
Q3 | $1.71M | Buy |
8,656
+39
| +0.5% | +$7.7K | 1.8% | 15 |
|
|
2024
Q2 | $1.57M | Hold |
8,617
| – | – | 1.82% | 14 |
|
|
2024
Q1 | $1.57M | Sell |
8,617
-160
| -2% | -$29.2K | 1.98% | 13 |
|
|
2023
Q4 | $1.5M | Buy |
8,777
+294
| +3% | +$50.1K | 2.22% | 12 |
|
|
2023
Q3 | $1.32M | Buy |
8,483
+36
| +0.4% | +$5.59K | 2.28% | 13 |
|
|
2023
Q2 | $1.37M | Buy |
8,447
+75
| +0.9% | +$12.2K | 2.34% | 12 |
|
|
2023
Q1 | $1.29M | Buy |
8,372
+24
| +0.3% | +$3.7K | 2.33% | 12 |
|
|
2022
Q4 | $1.27M | Buy |
+8,348
| New | +$1.27M | 2.7% | 11 |
|