Wells Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Sell |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $980K | Sell |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $968K | Hold |
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|
2024
Q1 | $968K | Hold |
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|
2023
Q4 | $903K | Hold |
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|
2023
Q3 | $824K | Hold |
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|
2023
Q2 | $861K | Hold |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $805K | Hold |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $746K | Hold |
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|
2022
Q1 | $843K | Hold |
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|
2021
Q4 | $893K | Hold |
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|
2021
Q3 | $799K | Hold |
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|
2021
Q2 | $805K | Hold |
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|
2021
Q1 | $765K | Hold |
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|
2020
Q4 | $734K | Buy |
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