Waypoint Wealth Counsel’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 | $2.12M | Buy |
10,379
+34
| +0.3% | +$6.96K | 1.05% | 17 |
|
|
2025
Q1 | $2.01M | Buy |
10,345
+236
| +2% | +$45.8K | 1.26% | 18 |
|
|
2024
Q4 | $1.98M | Buy |
10,109
+837
| +9% | +$164K | 1.29% | 20 |
|
|
2024
Q3 | $1.84M | Buy |
9,272
+273
| +3% | +$54.1K | 1.24% | 20 |
|
|
2024
Q2 | $1.64M | Buy |
8,999
+63
| +0.7% | +$11.5K | 1.26% | 20 |
|
|
2024
Q1 | $1.63M | Buy |
8,936
+851
| +11% | +$155K | 1.26% | 20 |
|
|
2023
Q4 | $1.38M | Buy |
8,085
+3,679
| +83% | +$627K | 1.17% | 20 |
|
|
2023
Q3 | $685K | Buy |
4,406
+115
| +3% | +$17.9K | 0.65% | 35 |
|
|
2023
Q2 | $697K | Buy |
4,291
+17
| +0.4% | +$2.76K | 0.62% | 35 |
|
|
2023
Q1 | $658K | Buy |
4,274
+35
| +0.8% | +$5.39K | 0.51% | 42 |
|
|
2022
Q4 | $644K | Buy |
+4,239
| New | +$644K | 0.52% | 43 |
|