Total Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
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|
2025
Q3 | $571K | Buy |
|
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|
2025
Q2 | $521K | Hold |
|
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|
2025
Q1 | $494K | Sell |
|
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|
2024
Q4 | $525K | Buy |
|
|||||
|
2024
Q3 | $523K | Hold |
|
|||||
|
2024
Q2 | $503K | Sell |
|
|||||
|
2024
Q1 | $506K | Sell |
|
|||||
|
2023
Q4 | $473K | Buy |
|
|||||
|
2023
Q3 | $428K | Buy |
|
|||||
|
2023
Q2 | $445K | Hold |
|
|||||
|
2023
Q1 | $422K | Buy |
|
|||||
|
2022
Q4 | $414K | Sell |
|
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|
2022
Q3 | $370K | Sell |
|
|||||
|
2022
Q2 | $420K | Buy |
|
|||||
|
2022
Q1 | $473K | Buy |
|