Wallace Advisory 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	–	Sell	-7,030	Closed	-$1.38M	–	195
2025 Q1	$1.38M	Sell	7,030 -482	-6%	-$94.4K	0.95%	24
2024 Q4	$1.49M	Buy	+7,512	New	+$1.49M	1.03%	21
2024 Q2	–	Sell	-1,323	Closed	-$225K	–	197
2024 Q1	$225K	Buy	+1,323	New	+$225K	0.17%	147