Wealthspan 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 | $8.33M | Sell |
40,685
-2,008
| -5% | -$411K | 3.44% | 5 |
|
|
2025
Q1 | $8.28M | Sell |
42,693
-2,335
| -5% | -$453K | 3.83% | 4 |
|
|
2024
Q4 | $8.82M | Sell |
45,028
-1,611
| -3% | -$315K | 4.21% | 4 |
|
|
2024
Q3 | $9.24M | Sell |
46,639
-1,044
| -2% | -$207K | 4.56% | 4 |
|
|
2024
Q2 | $8.7M | Sell |
47,683
-941
| -2% | -$172K | 4.8% | 4 |
|
|
2024
Q1 | $8.88M | Sell |
48,624
-582
| -1% | -$106K | 5.23% | 4 |
|
|
2023
Q4 | $8.38M | Sell |
49,206
-2,148
| -4% | -$366K | 5.87% | 4 |
|
|
2023
Q3 | $7.98M | Sell |
51,354
-2,545
| -5% | -$395K | 6.3% | 4 |
|
|
2023
Q2 | $8.75M | Sell |
53,899
-601
| -1% | -$97.6K | 6.91% | 4 |
|
|
2023
Q1 | $8.39M | Sell |
54,500
-2,574
| -5% | -$396K | 7.17% | 4 |
|
|
2022
Q4 | $8.67M | Sell |
57,074
-401
| -0.7% | -$60.9K | 7.89% | 4 |
|
|
2022
Q3 | $7.77M | Buy |
57,475
+8
| +0% | +$1.08K | 8.04% | 3 |
|
|
2022
Q2 | $8.25M | Sell |
57,467
-2,870
| -5% | -$412K | 8.52% | 3 |
|
|
2022
Q1 | $9.78M | Sell |
60,337
-1,079
| -2% | -$175K | 8.87% | 3 |
|
|
2021
Q4 | $10.5M | Buy |
+61,416
| New | +$10.5M | 9.32% | 2 |
|