Traphagen Investment Advisors’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
2026 Q1	$1.7M	Buy	7,900 +262	+3%	+$58.4K	0.14%	60
2025 Q4	$1.68M	Buy	7,638 +332	+5%	+$72.5K	0.14%	57
2025 Q3	$1.58M	Sell	7,306 -20	-0.3%	-$4.2K	0.14%	57
2025 Q2	$1.5M	Buy	7,326 +654	+10%	+$127K	0.14%	56
2025 Q1	$1.29M	Buy	6,672 +71	+1%	+$14.1K	0.14%	56
2024 Q4	$1.29M	Sell	6,601 -598	-8%	-$119K	0.13%	58
2024 Q3	$1.43M	Sell	7,199 -280	-4%	-$53.3K	0.14%	52
2024 Q2	$1.37M	Sell	7,479 -150	-2%	-$27K	0.15%	56
2024 Q1	$1.39M	Buy	7,629 +129	+2%	+$22.7K	0.15%	56
2023 Q4	$1.28M	Buy	7,500 +362	+5%	+$58.2K	0.15%	51
2023 Q3	$1.11M	Buy	7,138 +1,243	+21%	+$201K	0.14%	50
2023 Q2	$957K	Hold	5,895	–	–	0.12%	57
2023 Q1	$908K	Buy	5,895 +9	+0.2%	+$1.38K	0.13%	56
2022 Q4	$894K	Buy	5,886 +10	+0.2%	+$1.49K	0.14%	54
2022 Q3	$794K	Buy	5,876 +566	+11%	+$84.2K	0.15%	50
2022 Q2	$762K	Buy	5,310 +534	+11%	+$81.3K	0.14%	53
2022 Q1	$774K	Sell	4,776 -1,105	-19%	-$178K	0.13%	51
2021 Q4	$1.01M	Hold	5,881	–	–	0.17%	47
2021 Q3	$903K	Hold	5,881	–	–	0.16%	48
2021 Q2	$910K	Hold	5,881	–	–	0.15%	52
2021 Q1	$865K	Hold	5,881	–	–	0.16%	54
2020 Q4	$830K	Sell	5,881 -24	-0.4%	-$3.25K	0.15%	53
2020 Q3	$760K	Sell	5,905 -149	-2%	-$18.7K	0.15%	46
2020 Q2	$709K	Hold	6,054	–	–	0.16%	53
2020 Q1	$626K	Buy	6,054 +149	+3%	+$17.8K	0.17%	50
2019 Q4	$736K	Sell	5,905 -10	-0.2%	-$1.21K	0.18%	47
2019 Q3	$707K	Sell	5,915 -392	-6%	-$46.2K	0.18%	44
2019 Q2	$726K	Buy	6,307 +300	+5%	+$33.6K	0.19%	44
2019 Q1	$659K	Buy	+6,007	New	+$633K	0.19%	44