Valued 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 | $29.8K | Sell |
145
-155
| -52% | -$31.9K | 0.02% | 122 |
|
|
2025
Q1 | $58.3K | Buy |
300
+31
| +12% | +$6.02K | 0.04% | 79 |
|
|
2024
Q4 | $52.8K | Buy |
269
+1
| +0.4% | +$196 | 0.03% | 83 |
|
|
2024
Q3 | $53.4K | Buy |
268
+153
| +133% | +$30.5K | 0.03% | 75 |
|
|
2024
Q2 | $21.2K | Hold |
115
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $21.1K | Buy |
+115
| New | +$21.1K | 0.01% | 122 |
|