WBH Advisory’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 | $1.63M | Sell |
7,977
-806
| -9% | -$165K | 0.14% | 115 |
|
|
2025
Q1 | $1.7M | Sell |
8,783
-6
| -0.1% | -$1.16K | 0.16% | 108 |
|
|
2024
Q4 | $1.72M | Sell |
8,789
-97
| -1% | -$19K | 0.16% | 106 |
|
|
2024
Q3 | $1.76M | Buy |
8,886
+715
| +9% | +$142K | 0.17% | 107 |
|
|
2024
Q2 | $1.49M | Buy |
8,171
+728
| +10% | +$133K | 0.15% | 111 |
|
|
2024
Q1 | $1.36M | Sell |
7,443
-210
| -3% | -$38.4K | 0.14% | 122 |
|
|
2023
Q4 | $1.3M | Sell |
7,653
-83
| -1% | -$14.1K | 0.15% | 127 |
|
|
2023
Q3 | $1.2M | Sell |
7,736
-53
| -0.7% | -$8.24K | 0.15% | 123 |
|
|
2023
Q2 | $1.27M | Buy |
7,789
+368
| +5% | +$59.8K | 0.15% | 129 |
|
|
2023
Q1 | $1.14M | Buy |
+7,421
| New | +$1.14M | 0.14% | 139 |
|
|
2022
Q3 | $854K | Sell |
6,321
-595
| -9% | -$80.4K | 0.12% | 150 |
|
|
2022
Q2 | $1M | Sell |
6,916
-25
| -0.4% | -$3.63K | 0.13% | 140 |
|
|
2022
Q1 | $1.1M | Hold |
6,941
| – | – | 0.14% | 134 |
|
|
2021
Q4 | $1.19M | Buy |
6,941
+17
| +0.2% | +$2.92K | 0.14% | 136 |
|
|
2021
Q3 | $1.06M | Buy |
6,924
+37
| +0.5% | +$5.69K | 0.14% | 132 |
|
|
2021
Q2 | $1.1M | Hold |
6,887
| – | – | 0.16% | 116 |
|
|
2021
Q1 | $1.01M | Buy |
6,887
+5,235
| +317% | +$770K | 0.16% | 114 |
|
|
2020
Q4 | $235K | Hold |
1,652
| – | – | 0.04% | 242 |
|
|
2020
Q3 | $213K | Buy |
+1,652
| New | +$213K | 0.04% | 235 |
|
|
2020
Q1 | – | Sell |
-1,644
| Closed | -$204K | – | 242 |
|
|
2019
Q4 | $204K | Buy |
+1,644
| New | +$204K | 0.04% | 237 |
|