Wealth Management Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Hold |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $489K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $283K | Buy |
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