WFPG
Waller Financial Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
30,931
+2,485
| +9% | +$509K | 1.53% | 17 |
|
|
2025
Q1 | $5.52M | Sell |
28,446
-1,425
| -5% | -$276K | 1.55% | 17 |
|
|
2024
Q4 | $5.85M | Buy |
29,871
+277
| +0.9% | +$54.2K | 1.47% | 16 |
|
|
2024
Q3 | $5.86M | Buy |
29,594
+1,158
| +4% | +$229K | 1.45% | 17 |
|
|
2024
Q2 | $5.19M | Buy |
28,436
+435
| +2% | +$79.4K | 1.39% | 17 |
|
|
2024
Q1 | $5.11M | Buy |
28,001
+3,807
| +16% | +$695K | 1.36% | 18 |
|
|
2023
Q4 | $4.12M | Buy |
24,194
+2,225
| +10% | +$379K | 1.08% | 26 |
|
|
2023
Q3 | $3.41M | Sell |
21,969
-149
| -0.7% | -$23.2K | 0.99% | 26 |
|
|
2023
Q2 | $3.59M | Buy |
22,118
+1,487
| +7% | +$242K | 0.99% | 26 |
|
|
2023
Q1 | $3.18M | Sell |
20,631
-714
| -3% | -$110K | 0.9% | 27 |
|
|
2022
Q4 | $3.24M | Buy |
21,345
+1,594
| +8% | +$242K | 0.94% | 25 |
|
|
2022
Q3 | $2.67M | Buy |
19,751
+2,446
| +14% | +$331K | 0.82% | 26 |
|
|
2022
Q2 | $2.48M | Buy |
+17,305
| New | +$2.48M | 0.73% | 27 |
|