Tanglewood Legacy 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 | $544K | Hold |
2,658
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $516K | Hold |
2,658
| – | – | 0.23% | 57 |
|
|
2024
Q4 | $521K | Buy |
2,658
+592
| +29% | +$116K | 0.22% | 59 |
|
|
2024
Q3 | $409K | Hold |
2,066
| – | – | 0.18% | 63 |
|
|
2024
Q2 | $377K | Buy |
2,066
+2
| +0.1% | +$365 | 0.18% | 63 |
|
|
2024
Q1 | $377K | Hold |
2,064
| – | – | 0.19% | 62 |
|
|
2023
Q4 | $352K | Sell |
2,064
-540
| -21% | -$92K | 0.19% | 62 |
|
|
2023
Q3 | $405K | Hold |
2,604
| – | – | 0.24% | 57 |
|
|
2023
Q2 | $423K | Buy |
2,604
+123
| +5% | +$20K | 0.24% | 55 |
|
|
2023
Q1 | $382K | Hold |
2,481
| – | – | 0.24% | 50 |
|
|
2022
Q4 | $377K | Buy |
+2,481
| New | +$377K | 0.27% | 41 |
|