True Wealth Design’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 | $69.4K | Sell |
339
-186
| -35% | -$38.1K | 0.02% | 159 |
|
|
2025
Q1 | $102K | Buy |
525
+425
| +425% | +$82.4K | 0.04% | 84 |
|
|
2024
Q4 | $19.6K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $19.8K | Sell |
100
-22
| -18% | -$4.36K | 0.01% | 326 |
|
|
2024
Q2 | $22.3K | Sell |
122
-25
| -17% | -$4.56K | 0.01% | 206 |
|
|
2024
Q1 | $26.8K | Hold |
147
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $25K | Hold |
147
| – | – | 0.01% | 191 |
|
|
2023
Q3 | $22.8K | Hold |
147
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $23.9K | Sell |
147
-367
| -71% | -$59.6K | 0.01% | 180 |
|
|
2023
Q1 | $79.2K | Hold |
514
| – | – | 0.03% | 144 |
|
|
2022
Q4 | $78.1K | Buy |
+514
| New | +$78.1K | 0.04% | 132 |
|