Von Berge Wealth Management Group’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 | $4.7M | Buy |
22,697
+2,109
| +10% | +$436K | 2.64% | 11 |
|
|
2025
Q1 | $3.88M | Buy |
20,588
+2,484
| +14% | +$468K | 2.5% | 13 |
|
|
2024
Q4 | $3.67M | Buy |
18,104
+242
| +1% | +$49.1K | 2.22% | 13 |
|
|
2024
Q3 | $3.6M | Buy |
17,862
+490
| +3% | +$98.7K | 2.23% | 13 |
|
|
2024
Q2 | $3.16M | Sell |
17,372
-747
| -4% | -$136K | 2.01% | 16 |
|
|
2024
Q1 | $3.31M | Buy |
18,119
+1,005
| +6% | +$184K | 2.13% | 15 |
|
|
2023
Q4 | $2.92M | Buy |
17,114
+821
| +5% | +$140K | 2.24% | 15 |
|
|
2023
Q3 | $2.53M | Sell |
16,293
-75
| -0.5% | -$11.7K | 2.16% | 14 |
|
|
2023
Q2 | $2.66M | Sell |
16,368
-482
| -3% | -$78.3K | 2.2% | 14 |
|
|
2023
Q1 | $2.61M | Buy |
16,850
+44
| +0.3% | +$6.82K | 2.33% | 14 |
|
|
2022
Q4 | $2.61M | Buy |
16,806
+1,809
| +12% | +$281K | 2.35% | 13 |
|
|
2022
Q3 | $2.05M | Buy |
14,997
+108
| +0.7% | +$14.7K | 2.17% | 14 |
|
|
2022
Q2 | $2.13M | Buy |
14,889
+100
| +0.7% | +$14.3K | 2.22% | 15 |
|
|
2022
Q1 | $2.36M | Buy |
14,789
+38
| +0.3% | +$6.07K | 2.15% | 14 |
|
|
2021
Q4 | $2.4M | Buy |
+14,751
| New | +$2.4M | 2.21% | 14 |
|