Wealth Management 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 | $383K | Hold |
1,854
| – | – | 0.14% | 101 |
|
|
2025
Q1 | $360K | Sell |
1,854
-16
| -0.9% | -$3.1K | 0.17% | 87 |
|
|
2024
Q4 | $366K | Sell |
1,870
-77
| -4% | -$15.1K | 0.16% | 87 |
|
|
2024
Q3 | $386K | Sell |
1,947
-725
| -27% | -$144K | 0.18% | 84 |
|
|
2024
Q2 | $488K | Sell |
2,672
-5
| -0.2% | -$913 | 0.24% | 66 |
|
|
2024
Q1 | $489K | Hold |
2,677
| – | – | 0.25% | 71 |
|
|
2023
Q4 | $456K | Hold |
2,677
| – | – | 0.25% | 69 |
|
|
2023
Q3 | $416K | Buy |
2,677
+25
| +0.9% | +$3.88K | 0.26% | 72 |
|
|
2023
Q2 | $431K | Buy |
2,652
+446
| +20% | +$72.4K | 0.27% | 72 |
|
|
2023
Q1 | $340K | Buy |
2,206
+206
| +10% | +$31.7K | 0.24% | 79 |
|
|
2022
Q4 | $335K | Hold |
2,000
| – | – | 0.28% | 70 |
|
|
2022
Q3 | $302K | Hold |
2,000
| – | – | 0.27% | 70 |
|
|
2022
Q2 | $298K | Hold |
2,000
| – | – | 0.26% | 73 |
|
|
2022
Q1 | $337K | Hold |
2,000
| – | – | 0.24% | 76 |
|
|
2021
Q4 | $357K | Sell |
2,000
-78
| -4% | -$13.9K | 0.25% | 78 |
|
|
2021
Q3 | $319K | Hold |
2,078
| – | – | 0.24% | 82 |
|
|
2021
Q2 | $322K | Buy |
2,078
+70
| +3% | +$10.8K | 0.22% | 90 |
|
|
2021
Q1 | $300K | Hold |
2,008
| – | – | 0.22% | 89 |
|
|
2020
Q4 | $283K | Buy |
+2,008
| New | +$283K | 0.22% | 94 |
|