Total Wealth Planning’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 | $521K | Hold |
2,548
| – | – | 0.07% | 72 |
|
|
2025
Q1 | $494K | Sell |
2,548
-131
| -5% | -$25.4K | 0.08% | 64 |
|
|
2024
Q4 | $525K | Buy |
2,679
+40
| +2% | +$7.83K | 0.08% | 65 |
|
|
2024
Q3 | $523K | Hold |
2,639
| – | – | 0.08% | 65 |
|
|
2024
Q2 | $503K | Sell |
2,639
-131
| -5% | -$24.9K | 0.08% | 66 |
|
|
2024
Q1 | $506K | Sell |
2,770
-9
| -0.3% | -$1.64K | 0.09% | 65 |
|
|
2023
Q4 | $473K | Buy |
2,779
+26
| +0.9% | +$4.43K | 0.09% | 68 |
|
|
2023
Q3 | $428K | Buy |
2,753
+12
| +0.4% | +$1.86K | 0.09% | 67 |
|
|
2023
Q2 | $445K | Hold |
2,741
| – | – | 0.09% | 64 |
|
|
2023
Q1 | $422K | Buy |
2,741
+13
| +0.5% | +$2K | 0.09% | 67 |
|
|
2022
Q4 | $414K | Sell |
2,728
-6
| -0.2% | -$911 | 0.1% | 65 |
|
|
2022
Q3 | $370K | Sell |
2,734
-196
| -7% | -$26.5K | 0.11% | 65 |
|
|
2022
Q2 | $420K | Buy |
2,930
+13
| +0.4% | +$1.86K | 0.12% | 64 |
|
|
2022
Q1 | $473K | Buy |
+2,917
| New | +$473K | 0.13% | 59 |
|