Waterfront Wealth’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 | $450K | Buy |
2,197
+618
| +39% | +$127K | 0.1% | 195 |
|
|
2025
Q1 | $306K | Buy |
1,579
+39
| +3% | +$7.57K | 0.07% | 216 |
|
|
2024
Q4 | $302K | Sell |
1,540
-35
| -2% | -$6.85K | 0.07% | 219 |
|
|
2024
Q3 | $311K | Buy |
1,575
+285
| +22% | +$56.3K | 0.08% | 215 |
|
|
2024
Q2 | $235K | Sell |
1,290
-62
| -5% | -$11.3K | 0.06% | 227 |
|
|
2024
Q1 | $238K | Buy |
1,352
+115
| +9% | +$20.3K | 0.07% | 227 |
|
|
2023
Q4 | $211K | Buy |
+1,237
| New | +$211K | 0.06% | 236 |
|