Western Pacific Wealth Management’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 | $9.71M | Buy |
47,452
+5,274
| +13% | +$1.08M | 9.31% | 2 |
|
|
2025
Q1 | $8.18M | Sell |
42,178
-65
| -0.2% | -$12.6K | 7.4% | 3 |
|
|
2024
Q4 | $8.27M | Buy |
42,243
+20
| +0% | +$3.92K | 6.67% | 4 |
|
|
2024
Q3 | $8.36M | Buy |
42,223
+380
| +0.9% | +$75.3K | 5.56% | 3 |
|
|
2024
Q2 | $7.64M | Buy |
41,843
+262
| +0.6% | +$47.8K | 5.78% | 4 |
|
|
2024
Q1 | $7.59M | Buy |
41,581
+4,526
| +12% | +$826K | 5.51% | 3 |
|
|
2023
Q4 | $6.31M | Buy |
37,055
+806
| +2% | +$137K | 4.61% | 3 |
|
|
2023
Q3 | $5.63M | Buy |
36,249
+1,150
| +3% | +$179K | 4.62% | 3 |
|
|
2023
Q2 | $5.7M | Buy |
35,099
+5,417
| +18% | +$880K | 4.32% | 3 |
|
|
2023
Q1 | $4.57M | Buy |
29,682
+731
| +3% | +$113K | 3.49% | 3 |
|
|
2022
Q4 | $4.4M | Buy |
28,951
+265
| +0.9% | +$40.2K | 3.66% | 3 |
|
|
2022
Q3 | $3.88M | Buy |
28,686
+2,744
| +11% | +$371K | 3.85% | 4 |
|
|
2022
Q2 | $3.72M | Hold |
25,942
| – | – | 3.63% | 3 |
|
|
2022
Q1 | $4.21M | Buy |
25,942
+16,135
| +165% | +$2.62M | 3.07% | 4 |
|
|
2021
Q4 | $1.68M | Buy |
+9,807
| New | +$1.68M | 1.08% | 8 |
|