Wheelhouse Advisory Group’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 | $16.4M | Buy |
79,912
+3,004
| +4% | +$615K | 8.06% | 6 |
|
|
2025
Q1 | $14.9M | Buy |
76,908
+4,166
| +6% | +$808K | 8.52% | 4 |
|
|
2024
Q4 | $14.2M | Buy |
72,742
+3,198
| +5% | +$626K | 8.46% | 6 |
|
|
2024
Q3 | $13.8M | Buy |
69,544
+2,423
| +4% | +$480K | 8.87% | 5 |
|
|
2024
Q2 | $12.3M | Buy |
67,121
+3,449
| +5% | +$632K | 8.66% | 6 |
|
|
2024
Q1 | $11.6M | Buy |
63,672
+3,976
| +7% | +$726K | 8.93% | 5 |
|
|
2023
Q4 | $10.2M | Buy |
+59,696
| New | +$10.2M | 8.88% | 5 |
|