Wetzel Investment 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 | $2M | Sell |
9,711
-2,095
| -18% | -$431K | 0.91% | 25 |
|
|
2025
Q1 | $2.29M | Sell |
11,806
-244
| -2% | -$47.3K | 1.15% | 24 |
|
|
2024
Q4 | $2.36M | Sell |
12,050
-192
| -2% | -$37.6K | 1.17% | 23 |
|
|
2024
Q3 | $2.43M | Sell |
12,242
-682
| -5% | -$136K | 1.22% | 24 |
|
|
2024
Q2 | $2.36M | Buy |
12,924
+54
| +0.4% | +$9.86K | 1.35% | 20 |
|
|
2024
Q1 | $2.23M | Sell |
12,870
-225
| -2% | -$39.1K | 1.32% | 20 |
|
|
2023
Q4 | $2.23M | Buy |
+13,095
| New | +$2.23M | 1.37% | 20 |
|