Transform Wealth’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
Q1 | $234K | Hold |
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|
2024
Q4 | $237K | Sell |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $818K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $280K | Hold |
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $215K | Hold |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $224K | Hold |
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|
2017
Q3 | $209K | Buy |
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