Valued Retirements’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 | $725K | Sell |
3,541
-566
| -14% | -$116K | 0.82% | 30 |
|
|
2025
Q1 | $797K | Buy |
4,107
+5
| +0.1% | +$970 | 1.05% | 26 |
|
|
2024
Q4 | $803K | Buy |
4,102
+74
| +2% | +$14.5K | 1.08% | 25 |
|
|
2024
Q3 | $798K | Buy |
4,028
+208
| +5% | +$41.2K | 1.1% | 23 |
|
|
2024
Q2 | $697K | Buy |
3,820
+8
| +0.2% | +$1.46K | 1.06% | 22 |
|
|
2024
Q1 | $696K | Buy |
3,812
+165
| +5% | +$30.1K | 1.11% | 21 |
|
|
2023
Q4 | $621K | Buy |
+3,647
| New | +$621K | 1.08% | 22 |
|