Wellspring 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 | $2.63M | Sell |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $2.59M | Hold |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.58M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.46M | Sell |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $2.04M | Hold |
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|
2020
Q1 | $1.8M | Buy |
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