Twin Peaks Wealth Advisors’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
$90.9K Buy
+436
New +$90.9K 0.03% 244
2025
Q1
Sell
-1,284
Closed -$251K 152
2024
Q4
$251K Buy
1,284
+169
+15% +$33.1K 0.11% 117
2024
Q3
$221K Buy
1,115
+15
+1% +$2.97K 0.1% 122
2024
Q2
$201K Buy
+1,100
New +$201K 0.1% 125