WealthCare Investment 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 | $1.15M | Sell |
5,527
-45
| -0.8% | -$9.35K | 0.41% | 65 |
|
|
2025
Q1 | $1M | Buy |
5,572
+24
| +0.4% | +$4.32K | 0.43% | 60 |
|
|
2024
Q4 | $1.08M | Buy |
5,548
+11
| +0.2% | +$2.14K | 0.47% | 57 |
|
|
2024
Q3 | $1.08M | Buy |
5,537
+146
| +3% | +$28.5K | 0.47% | 55 |
|
|
2024
Q2 | $984K | Sell |
5,391
-10
| -0.2% | -$1.83K | 0.46% | 59 |
|
|
2024
Q1 | $986K | Sell |
5,401
-11
| -0.2% | -$2.01K | 0.48% | 52 |
|
|
2023
Q4 | $920K | Buy |
5,412
+28
| +0.5% | +$4.76K | 0.5% | 52 |
|
|
2023
Q3 | $834K | Sell |
5,384
-116
| -2% | -$18K | 0.51% | 49 |
|
|
2023
Q2 | $888K | Buy |
5,500
+135
| +3% | +$21.8K | 0.53% | 49 |
|
|
2023
Q1 | $826K | Sell |
5,365
-29
| -0.5% | -$4.47K | 0.5% | 52 |
|
|
2022
Q4 | $819K | Sell |
5,394
-118
| -2% | -$17.9K | 0.56% | 46 |
|
|
2022
Q3 | $745K | Sell |
5,512
-48
| -0.9% | -$6.49K | 0.62% | 46 |
|
|
2022
Q2 | $798K | Sell |
5,560
-508
| -8% | -$72.9K | 0.68% | 45 |
|
|
2022
Q1 | $977K | Buy |
6,068
+4,572
| +306% | +$736K | 0.87% | 34 |
|
|
2021
Q4 | $257K | Buy |
+1,496
| New | +$257K | 0.25% | 87 |
|