Towerpoint Wealth’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 | $1.08M | Buy |
5,297
+195
| +4% | +$39.9K | 0.48% | 39 |
|
|
2025
Q1 | $990K | Buy |
5,102
+356
| +8% | +$69.1K | 0.49% | 38 |
|
|
2024
Q4 | $929K | Buy |
4,746
+37
| +0.8% | +$7.25K | 0.46% | 38 |
|
|
2024
Q3 | $933K | Buy |
4,709
+389
| +9% | +$77K | 0.44% | 36 |
|
|
2024
Q2 | $789K | Sell |
4,320
-250
| -5% | -$45.6K | 0.39% | 42 |
|
|
2024
Q1 | $835K | Sell |
4,570
-3,118
| -41% | -$569K | 0.42% | 38 |
|
|
2023
Q4 | $1.31M | Buy |
7,688
+74
| +1% | +$12.6K | 0.71% | 26 |
|
|
2023
Q3 | $1.18M | Buy |
7,614
+34
| +0.4% | +$5.28K | 0.7% | 28 |
|
|
2023
Q2 | $1.23M | Hold |
7,580
| – | – | 0.69% | 28 |
|
|
2023
Q1 | $1.17M | Buy |
7,580
+40
| +0.5% | +$6.16K | 0.67% | 27 |
|
|
2022
Q4 | $1.14M | Buy |
7,540
+40
| +0.5% | +$6.07K | 0.66% | 29 |
|
|
2022
Q3 | $1.01M | Buy |
7,500
+36
| +0.5% | +$4.87K | 0.61% | 31 |
|
|
2022
Q2 | $1.07M | Buy |
7,464
+33
| +0.4% | +$4.74K | 0.64% | 31 |
|
|
2022
Q1 | $1.21M | Buy |
7,431
+30
| +0.4% | +$4.87K | 0.6% | 34 |
|
|
2021
Q4 | $1.27M | Buy |
7,401
+731
| +11% | +$126K | 0.6% | 31 |
|
|
2021
Q3 | $1.03M | Sell |
6,670
-248
| -4% | -$38.1K | 0.51% | 32 |
|
|
2021
Q2 | $1.07M | Buy |
6,918
+29
| +0.4% | +$4.49K | 0.53% | 31 |
|
|
2021
Q1 | $1.01M | Buy |
6,889
+21
| +0.3% | +$3.09K | 0.49% | 31 |
|
|
2020
Q4 | $970K | Buy |
6,868
+29
| +0.4% | +$4.1K | 0.49% | 29 |
|
|
2020
Q3 | $880K | Hold |
6,839
| – | – | 0.49% | 29 |
|
|
2020
Q2 | $801K | Buy |
6,839
+150
| +2% | +$17.6K | 0.5% | 28 |
|
|
2020
Q1 | $692K | Buy |
+6,689
| New | +$692K | 0.55% | 27 |
|