Towercrest Capital Management’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 | $614K | Buy |
3,001
+325
| +12% | +$66.5K | 0.11% | 60 |
|
|
2025
Q1 | $519K | Sell |
2,676
-115
| -4% | -$22.3K | 0.1% | 61 |
|
|
2024
Q4 | $547K | Hold |
2,791
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $553K | Sell |
2,791
-15
| -0.5% | -$2.97K | 0.09% | 69 |
|
|
2024
Q2 | $512K | Hold |
2,806
| – | – | 0.08% | 71 |
|
|
2024
Q1 | $512K | Hold |
2,806
| – | – | 0.09% | 71 |
|
|
2023
Q4 | $478K | Buy |
2,806
+15
| +0.5% | +$2.56K | 0.09% | 71 |
|
|
2023
Q3 | $434K | Hold |
2,791
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $453K | Hold |
2,791
| – | – | 0.08% | 66 |
|
|
2023
Q1 | $430K | Hold |
2,791
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $424K | Buy |
2,791
+1,154
| +70% | +$175K | 0.09% | 64 |
|
|
2022
Q3 | $221K | Hold |
1,637
| – | – | 0.05% | 83 |
|
|
2022
Q2 | $235K | Hold |
1,637
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $265K | Hold |
1,637
| – | – | 0.05% | 82 |
|
|
2021
Q4 | $281K | Hold |
1,637
| – | – | 0.05% | 80 |
|
|
2021
Q3 | $251K | Sell |
1,637
-80
| -5% | -$12.3K | 0.05% | 86 |
|
|
2021
Q2 | $266K | Buy |
+1,717
| New | +$266K | 0.05% | 78 |
|