Wells Financial Advisors’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 | $1.08M | Hold |
5,300
| – | – | 1.49% | 20 |
|
|
2025
Q1 | $1.03M | Buy |
5,300
+298
| +6% | +$57.8K | 1.42% | 22 |
|
|
2024
Q4 | $980K | Sell |
5,002
-298
| -6% | -$58.4K | 1.33% | 22 |
|
|
2024
Q3 | $1.05M | Hold |
5,300
| – | – | 1.42% | 21 |
|
|
2024
Q2 | $968K | Hold |
5,300
| – | – | 0.64% | 30 |
|
|
2024
Q1 | $968K | Hold |
5,300
| – | – | 0.66% | 26 |
|
|
2023
Q4 | $903K | Hold |
5,300
| – | – | 0.66% | 25 |
|
|
2023
Q3 | $824K | Hold |
5,300
| – | – | 0.64% | 24 |
|
|
2023
Q2 | $861K | Hold |
5,300
| – | – | 0.65% | 24 |
|
|
2023
Q1 | $816K | Hold |
5,300
| – | – | 0.65% | 25 |
|
|
2022
Q4 | $805K | Hold |
5,300
| – | – | 0.67% | 24 |
|
|
2022
Q3 | $716K | Buy |
5,300
+100
| +2% | +$13.5K | 0.69% | 23 |
|
|
2022
Q2 | $746K | Hold |
5,200
| – | – | 0.67% | 26 |
|
|
2022
Q1 | $843K | Hold |
5,200
| – | – | 0.7% | 24 |
|
|
2021
Q4 | $893K | Hold |
5,200
| – | – | 0.71% | 27 |
|
|
2021
Q3 | $799K | Hold |
5,200
| – | – | 0.67% | 26 |
|
|
2021
Q2 | $805K | Hold |
5,200
| – | – | 0.68% | 26 |
|
|
2021
Q1 | $765K | Hold |
5,200
| – | – | 0.69% | 26 |
|
|
2020
Q4 | $734K | Buy |
+5,200
| New | +$734K | 0.63% | 24 |
|