Westmount Partners’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 | $854K | Sell |
4,173
-22
| -0.5% | -$4.5K | 0.23% | 84 |
|
|
2025
Q1 | $814K | Sell |
4,195
-310
| -7% | -$60.1K | 0.25% | 84 |
|
|
2024
Q4 | $882K | Sell |
4,505
-264
| -6% | -$51.7K | 0.27% | 76 |
|
|
2024
Q3 | $945K | Buy |
4,769
+75
| +2% | +$14.9K | 0.28% | 75 |
|
|
2024
Q2 | $855K | Buy |
4,694
+500
| +12% | +$91.1K | 0.28% | 72 |
|
|
2024
Q1 | $766K | Buy |
4,194
+10
| +0.2% | +$1.83K | 0.28% | 76 |
|
|
2023
Q4 | $713K | Sell |
4,184
-2,036
| -33% | -$347K | 0.29% | 75 |
|
|
2023
Q3 | $966K | Buy |
6,220
+2,068
| +50% | +$321K | 0.43% | 49 |
|
|
2023
Q2 | $674K | Buy |
4,152
+39
| +0.9% | +$6.34K | 0.29% | 75 |
|
|
2023
Q1 | $634K | Sell |
4,113
-121
| -3% | -$18.6K | 0.29% | 78 |
|
|
2022
Q4 | $643K | Buy |
+4,234
| New | +$643K | 0.33% | 73 |
|