Wealthcare Capital Management’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 | $227K | Hold |
1,111
| – | – | 0.02% | 72 |
|
2025
Q1 | $216K | Buy |
+1,111
| New | +$216K | 0.02% | 85 |
|
2024
Q2 | – | Sell |
-1,113
| Closed | -$203K | – | 88 |
|
2024
Q1 | $203K | Buy |
+1,113
| New | +$203K | 0.02% | 80 |
|
2022
Q3 | – | Sell |
-3,064
| Closed | -$440K | – | 69 |
|
2022
Q2 | $440K | Hold |
3,064
| – | – | 0.05% | 46 |
|
2022
Q1 | $497K | Hold |
3,064
| – | – | 0.05% | 51 |
|
2021
Q4 | $526K | Buy |
3,064
+425
| +16% | +$73K | 0.05% | 54 |
|
2021
Q3 | $405K | Hold |
2,639
| – | – | 0.04% | 60 |
|
2021
Q2 | $408K | Hold |
2,639
| – | – | 0.04% | 56 |
|
2021
Q1 | $388K | Hold |
2,639
| – | – | 0.04% | 50 |
|
2020
Q4 | $373K | Sell |
2,639
-73
| -3% | -$10.3K | 0.04% | 47 |
|
2020
Q3 | $349K | Buy |
2,712
+868
| +47% | +$112K | 0.04% | 48 |
|
2020
Q2 | $216K | Hold |
1,844
| – | – | 0.03% | 51 |
|
2020
Q1 | $191K | Hold |
1,844
| – | – | 0.03% | 52 |
|
2019
Q4 | $230K | Hold |
1,844
| – | – | 0.03% | 50 |
|
2019
Q3 | $221K | Hold |
1,844
| – | – | 0.03% | 50 |
|
2019
Q2 | $212K | Hold |
1,844
| – | – | 0.03% | 51 |
|
2019
Q1 | $202K | Hold |
1,844
| – | – | 0.03% | 56 |
|
2018
Q4 | $181K | Hold |
1,844
| – | – | 0.03% | 54 |
|
2018
Q3 | $204K | Hold |
1,844
| – | – | 0.02% | 46 |
|
2018
Q2 | $187K | Hold |
1,844
| – | – | 0.02% | 49 |
|
2018
Q1 | $186K | Hold |
1,844
| – | – | 0.02% | 47 |
|
2017
Q4 | $188K | Hold |
1,844
| – | – | 0.02% | 47 |
|
2017
Q3 | $175K | Hold |
1,844
| – | – | 0.02% | 48 |
|
2017
Q2 | $171K | Hold |
1,844
| – | – | 0.02% | 50 |
|
2017
Q1 | $166K | Hold |
1,844
| – | – | 0.02% | 51 |
|
2016
Q4 | $157K | Hold |
1,844
| – | – | 0.02% | 51 |
|
2016
Q3 | $155K | Hold |
1,844
| – | – | 0.02% | 47 |
|
2016
Q2 | $153K | Hold |
1,844
| – | – | 0.02% | 46 |
|
2016
Q1 | $150K | Hold |
1,844
| – | – | 0.02% | 47 |
|
2015
Q4 | $143K | Hold |
1,844
| – | – | 0.02% | 53 |
|
2015
Q3 | $136K | Hold |
1,844
| – | – | 0.02% | 56 |
|
2015
Q2 | $145K | Sell |
1,844
-10,352
| -85% | -$814K | 0.02% | 59 |
|
2015
Q1 | $981K | Buy |
+12,196
| New | +$981K | 0.12% | 23 |
|