WBC
West Branch Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
1,664
| – | – | 0.1% | 64 |
|
|
2025
Q1 | $323K | Hold |
1,664
| – | – | 0.11% | 65 |
|
|
2024
Q4 | $326K | Hold |
1,664
| – | – | 0.1% | 70 |
|
|
2024
Q3 | $329K | Buy |
1,664
+478
| +40% | +$94.6K | 0.11% | 68 |
|
|
2024
Q2 | $216K | Hold |
1,186
| – | – | 0.08% | 78 |
|
|
2024
Q1 | $216K | Hold |
1,186
| – | – | 0.09% | 79 |
|
|
2023
Q4 | $202K | Buy |
1,186
+906
| +324% | +$154K | 0.1% | 75 |
|
|
2023
Q3 | $43.5K | Hold |
280
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $45.5K | Hold |
280
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $43.1K | Hold |
280
| – | – | 0.02% | 177 |
|
|
2022
Q4 | $42.5K | Hold |
280
| – | – | 0.03% | 178 |
|
|
2022
Q3 | $38K | Hold |
280
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $40K | Hold |
280
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $45K | Hold |
280
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $48K | Hold |
280
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $43K | Hold |
280
| – | – | 0.02% | 196 |
|
|
2021
Q2 | $43K | Buy |
+280
| New | +$43K | 0.02% | 204 |
|