WealthPlan Investment 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 | $1.05M | Sell |
5,130
-2,170
| -30% | -$444K | 0.08% | 176 |
|
|
2025
Q1 | $1.42M | Sell |
7,300
-12,154
| -62% | -$2.36M | 0.14% | 119 |
|
|
2024
Q4 | $3.81M | Buy |
19,454
+15,189
| +356% | +$2.97M | 0.38% | 78 |
|
|
2024
Q3 | $845K | Buy |
+4,265
| New | +$845K | 0.09% | 135 |
|
|
2023
Q2 | – | Sell |
-72
| Closed | -$11.1K | – | 458 |
|
|
2023
Q1 | $11.1K | Buy |
+72
| New | +$11.1K | ﹤0.01% | 324 |
|