Wellspring 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 | $2.61M | Sell |
12,736
-5
| -0% | -$1.02K | 0.26% | 36 |
|
|
2025
Q1 | $2.47M | Sell |
12,741
-187
| -1% | -$36.3K | 0.28% | 35 |
|
|
2024
Q4 | $2.53M | Buy |
12,928
+23
| +0.2% | +$4.5K | 0.26% | 37 |
|
|
2024
Q3 | $2.56M | Buy |
12,905
+10
| +0.1% | +$1.98K | 0.3% | 34 |
|
|
2024
Q2 | $2.35M | Sell |
12,895
-1,940
| -13% | -$354K | 0.32% | 35 |
|
|
2024
Q1 | $2.71M | Buy |
14,835
+11
| +0.1% | +$2.01K | 0.43% | 33 |
|
|
2023
Q4 | $2.53M | Sell |
14,824
-1,157
| -7% | -$197K | 0.63% | 33 |
|
|
2023
Q3 | $2.48M | Buy |
15,981
+12
| +0.1% | +$1.87K | 0.73% | 33 |
|
|
2023
Q2 | $2.59M | Hold |
15,969
| – | – | 0.73% | 32 |
|
|
2023
Q1 | $2.46M | Buy |
15,969
+13
| +0.1% | +$2K | 0.73% | 33 |
|
|
2022
Q4 | $2.42M | Buy |
15,956
+15
| +0.1% | +$2.28K | 0.81% | 29 |
|
|
2022
Q3 | $2.16M | Buy |
15,941
+13
| +0.1% | +$1.76K | 0.8% | 28 |
|
|
2022
Q2 | $2.29M | Buy |
15,928
+12
| +0.1% | +$1.72K | 0.8% | 28 |
|
|
2022
Q1 | $2.58M | Sell |
15,916
-569
| -3% | -$92.3K | 0.76% | 29 |
|
|
2021
Q4 | $2.83M | Buy |
16,485
+594
| +4% | +$102K | 0.79% | 29 |
|
|
2021
Q3 | $2.44M | Buy |
15,891
+11
| +0.1% | +$1.69K | 0.74% | 28 |
|
|
2021
Q2 | $2.46M | Sell |
15,880
-1,539
| -9% | -$238K | 0.77% | 29 |
|
|
2021
Q1 | $1.8M | Buy |
17,419
+389
| +2% | +$40.2K | 0.87% | 22 |
|
|
2020
Q4 | $2.4M | Sell |
17,030
-405
| -2% | -$57.2K | 0.84% | 26 |
|
|
2020
Q3 | $2.24M | Buy |
17,435
+16
| +0.1% | +$2.06K | 0.88% | 25 |
|
|
2020
Q2 | $2.04M | Hold |
17,419
| – | – | 0.84% | 26 |
|
|
2020
Q1 | $1.8M | Buy |
+17,419
| New | +$1.8M | 0.87% | 22 |
|