Valley Wealth Managers’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 | $50.1K | Hold |
245
| – | – | ﹤0.01% | 200 |
|
|
2025
Q1 | $47.5K | Hold |
245
| – | – | ﹤0.01% | 208 |
|
|
2024
Q4 | $48K | Hold |
245
| – | – | ﹤0.01% | 215 |
|
|
2024
Q3 | $48.5K | Hold |
245
| – | – | ﹤0.01% | 218 |
|
|
2024
Q2 | $44.7K | Hold |
245
| – | – | ﹤0.01% | 224 |
|
|
2024
Q1 | $44.7K | Hold |
245
| – | – | ﹤0.01% | 220 |
|
|
2023
Q4 | $41.7K | Sell |
245
-605
| -71% | -$103K | ﹤0.01% | 222 |
|
|
2023
Q3 | $132K | Buy |
850
+605
| +247% | +$94K | 0.01% | 192 |
|
|
2023
Q2 | $39.8K | Hold |
245
| – | – | ﹤0.01% | 217 |
|
|
2023
Q1 | $37.7K | Hold |
245
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $37.2K | Hold |
245
| – | – | ﹤0.01% | 243 |
|
|
2022
Q3 | $33K | Hold |
245
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $35K | Buy |
+245
| New | +$35K | ﹤0.01% | 268 |
|