Wealth Effects’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 | $303K | Sell |
1,480
-30
| -2% | -$6.14K | 0.11% | 149 |
|
|
2025
Q1 | $293K | Sell |
1,510
-463
| -23% | -$89.8K | 0.12% | 137 |
|
|
2024
Q4 | $386K | Hold |
1,973
| – | – | 0.14% | 134 |
|
|
2024
Q3 | $391K | Buy |
1,973
+154
| +8% | +$30.5K | 0.14% | 132 |
|
|
2024
Q2 | $332K | Hold |
1,819
| – | – | 0.12% | 141 |
|
|
2024
Q1 | $332K | Sell |
1,819
-2,865
| -61% | -$523K | 0.12% | 141 |
|
|
2023
Q4 | $798K | Buy |
4,684
+2,388
| +104% | +$407K | 0.3% | 74 |
|
|
2023
Q3 | $357K | Buy |
2,296
+70
| +3% | +$10.9K | 0.18% | 116 |
|
|
2023
Q2 | $362K | Buy |
2,226
+341
| +18% | +$55.4K | 0.16% | 123 |
|
|
2023
Q1 | $290K | Hold |
1,885
| – | – | 0.15% | 139 |
|
|
2022
Q4 | $286K | Buy |
+1,885
| New | +$286K | 0.16% | 137 |
|