Waypoint Wealth Partners’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 | $238K | Buy |
+1,162
| New | +$238K | 0.06% | 73 |
|
|
2025
Q1 | – | Sell |
-1,028
| Closed | -$201K | – | 73 |
|
|
2024
Q4 | $201K | Hold |
1,028
| – | – | 0.05% | 64 |
|
|
2024
Q3 | $204K | Buy |
+1,028
| New | +$204K | 0.05% | 65 |
|
|
2023
Q4 | – | Sell |
-1,473
| Closed | -$229K | – | 86 |
|
|
2023
Q3 | $229K | Hold |
1,473
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $239K | Sell |
1,473
-59
| -4% | -$9.58K | 0.08% | 59 |
|
|
2023
Q1 | $236K | Buy |
1,532
+59
| +4% | +$9.09K | 0.08% | 59 |
|
|
2022
Q4 | $224K | Sell |
1,473
-127
| -8% | -$19.3K | 0.09% | 55 |
|
|
2022
Q3 | $216K | Buy |
+1,600
| New | +$216K | 0.09% | 53 |
|