Vertex Planning Partners’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 | $507K | Hold |
2,478
| – | – | 0.11% | 104 |
|
|
2025
Q1 | $481K | Buy |
2,478
+9
| +0.4% | +$1.75K | 0.1% | 108 |
|
|
2024
Q4 | $484K | Hold |
2,469
| – | – | 0.11% | 111 |
|
|
2024
Q3 | $489K | Hold |
2,469
| – | – | 0.12% | 91 |
|
|
2024
Q2 | $451K | Hold |
2,469
| – | – | 0.12% | 93 |
|
|
2024
Q1 | $451K | Hold |
2,469
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $421K | Buy |
2,469
+450
| +22% | +$76.7K | 0.12% | 97 |
|
|
2023
Q3 | $314K | Sell |
2,019
-113
| -5% | -$17.6K | 0.11% | 101 |
|
|
2023
Q2 | $346K | Buy |
2,132
+113
| +6% | +$18.4K | 0.12% | 90 |
|
|
2023
Q1 | $311K | Buy |
2,019
+185
| +10% | +$28.5K | 0.12% | 88 |
|
|
2022
Q4 | $278K | Buy |
+1,834
| New | +$278K | 0.11% | 112 |
|