Team Hewins’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 | – | Sell |
-1,402
| Closed | -$272K | – | 38 |
|
|
2025
Q1 | $272K | Sell |
1,402
-1,409
| -50% | -$273K | 0.11% | 26 |
|
|
2024
Q4 | $550K | Buy |
2,811
+1,409
| +100% | +$276K | 0.22% | 17 |
|
|
2024
Q3 | $279K | Sell |
1,402
-242
| -15% | -$48.1K | 0.11% | 30 |
|
|
2024
Q2 | $302K | Buy |
1,644
+176
| +12% | +$32.3K | 0.13% | 22 |
|
|
2024
Q1 | $268K | Hold |
1,468
| – | – | 0.11% | 22 |
|
|
2023
Q4 | $250K | Buy |
+1,468
| New | +$250K | 0.11% | 23 |
|
|
2023
Q3 | – | Sell |
-1,468
| Closed | -$240K | – | 47 |
|
|
2023
Q2 | $240K | Hold |
1,468
| – | – | 0.11% | 24 |
|
|
2023
Q1 | $226K | Buy |
+1,468
| New | +$226K | 0.12% | 23 |
|