Tyler-Stone Wealth Management’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 | $390K | Hold |
1,904
| – | – | 0.06% | 224 |
|
|
2025
Q1 | $369K | Hold |
1,904
| – | – | 0.07% | 218 |
|
|
2024
Q4 | $373K | Sell |
1,904
-434
| -19% | -$85K | 0.07% | 223 |
|
|
2024
Q3 | $463K | Buy |
2,338
+1,169
| +100% | +$232K | 0.09% | 193 |
|
|
2024
Q2 | $213K | Hold |
1,169
| – | – | 0.09% | 186 |
|
|
2024
Q1 | $213K | Sell |
1,169
-257
| -18% | -$46.9K | 0.09% | 186 |
|
|
2023
Q4 | $243K | Sell |
1,426
-58
| -4% | -$9.88K | 0.12% | 161 |
|
|
2023
Q3 | $231K | Hold |
1,484
| – | – | 0.13% | 143 |
|
|
2023
Q2 | $241K | Buy |
+1,484
| New | +$241K | 0.14% | 141 |
|
|
2022
Q4 | $311K | Hold |
2,049
| – | – | 0.21% | 106 |
|
|
2022
Q3 | $277K | Sell |
2,049
-175
| -8% | -$23.7K | 0.21% | 105 |
|
|
2022
Q2 | $319K | Sell |
2,224
-232
| -9% | -$33.3K | 0.21% | 102 |
|
|
2022
Q1 | $398K | Sell |
2,456
-138
| -5% | -$22.4K | 0.22% | 96 |
|
|
2021
Q4 | $446K | Buy |
+2,594
| New | +$446K | 0.24% | 93 |
|