Wealth Management Associates’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 | $321K | Hold |
1,568
| – | – | 0.12% | 150 |
|
|
2025
Q1 | $304K | Hold |
1,568
| – | – | 0.13% | 155 |
|
|
2024
Q4 | $307K | Buy |
1,568
+1
| +0.1% | +$196 | 0.13% | 150 |
|
|
2024
Q3 | $310K | Hold |
1,567
| – | – | 0.14% | 151 |
|
|
2024
Q2 | $286K | Hold |
1,567
| – | – | 0.13% | 149 |
|
|
2024
Q1 | $286K | Hold |
1,567
| – | – | 0.13% | 149 |
|
|
2023
Q4 | $267K | Hold |
1,567
| – | – | 0.14% | 156 |
|
|
2023
Q3 | $243K | Hold |
1,567
| – | – | 0.14% | 152 |
|
|
2023
Q2 | $254K | Hold |
1,567
| – | – | 0.14% | 149 |
|
|
2023
Q1 | $241K | Hold |
1,567
| – | – | 0.15% | 160 |
|
|
2022
Q4 | $238K | Hold |
1,567
| – | – | 0.16% | 155 |
|
|
2022
Q3 | $212K | Sell |
1,567
-130
| -8% | -$17.6K | 0.15% | 158 |
|
|
2022
Q2 | $243K | Hold |
1,697
| – | – | 0.17% | 149 |
|
|
2022
Q1 | $275K | Hold |
1,697
| – | – | 0.16% | 151 |
|
|
2021
Q4 | $291K | Hold |
1,697
| – | – | 0.16% | 156 |
|
|
2021
Q3 | $261K | Hold |
1,697
| – | – | 0.15% | 154 |
|
|
2021
Q2 | $263K | Buy |
1,697
+130
| +8% | +$20.1K | 0.15% | 160 |
|
|
2021
Q1 | $230K | Hold |
1,567
| – | – | 0.15% | 159 |
|
|
2020
Q4 | $221K | Sell |
1,567
-197
| -11% | -$27.8K | 0.15% | 161 |
|
|
2020
Q3 | $227K | Sell |
1,764
-50
| -3% | -$6.43K | 0.18% | 142 |
|
|
2020
Q2 | $213K | Buy |
+1,814
| New | +$213K | 0.18% | 132 |
|