Valtinson Bruner Financial Planning’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 | $263K | Buy |
+1,287
| New | +$263K | 0.08% | 124 |
|
|
2025
Q1 | – | Sell |
-1,030
| Closed | -$202K | – | 158 |
|
|
2024
Q4 | $202K | Buy |
1,030
+1
| +0.1% | +$196 | 0.07% | 144 |
|
|
2024
Q3 | $204K | Buy |
+1,029
| New | +$204K | 0.07% | 135 |
|
|
2020
Q2 | – | Sell |
-2,575
| Closed | -$286K | – | 81 |
|
|
2020
Q1 | $286K | Buy |
2,575
+284
| +12% | +$31.5K | 0.23% | 54 |
|
|
2019
Q4 | $286K | Buy |
2,291
+55
| +2% | +$6.87K | 0.21% | 58 |
|
|
2019
Q3 | $266K | Sell |
2,236
-335
| -13% | -$39.9K | 0.22% | 56 |
|
|
2019
Q2 | $296K | Hold |
2,571
| – | – | 0.25% | 40 |
|
|
2019
Q1 | $282K | Buy |
2,571
+271
| +12% | +$29.7K | 0.25% | 37 |
|
|
2018
Q4 | $225K | Buy |
+2,300
| New | +$225K | 0.24% | 35 |
|