Weitzel Financial Services’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 | $281K | Buy |
1,357
+90
| +7% | +$18.6K | 0.12% | 37 |
|
|
2025
Q1 | $238K | Hold |
1,267
| – | – | 0.11% | 37 |
|
|
2024
Q4 | $250K | Sell |
1,267
-47
| -4% | -$9.26K | 0.12% | 39 |
|
|
2024
Q3 | $258K | Buy |
1,314
+195
| +17% | +$38.4K | 0.12% | 37 |
|
|
2024
Q2 | $204K | Buy |
1,119
+3
| +0.3% | +$546 | 0.1% | 41 |
|
|
2024
Q1 | $203K | Sell |
1,116
-176
| -14% | -$31.9K | 0.1% | 39 |
|
|
2023
Q4 | $220K | Buy |
+1,292
| New | +$220K | 0.12% | 37 |
|
|
2022
Q2 | – | Sell |
-1,354
| Closed | -$220K | – | 37 |
|
|
2022
Q1 | $220K | Buy |
1,354
+123
| +10% | +$19.9K | 0.14% | 30 |
|
|
2021
Q4 | $211K | Buy |
+1,231
| New | +$211K | 0.13% | 31 |
|
|
2021
Q1 | – | Sell |
-2,084
| Closed | -$298K | – | 29 |
|
|
2020
Q4 | $298K | Buy |
+2,084
| New | +$298K | 0.22% | 22 |
|