TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $974K | Sell |
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|
2025
Q1 | $927K | Sell |
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|
2024
Q4 | $943K | Hold |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $927K | Buy |
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|
2023
Q4 | $835K | Buy |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $717K | Sell |
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|
2022
Q4 | $739K | Sell |
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|
2022
Q3 | $900K | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $9.5M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $9.45M | Buy |
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|
2021
Q2 | $8.98M | Buy |
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|
2021
Q1 | $6.63M | Buy |
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|
2020
Q4 | $4.21M | Buy |
|