Whitney & Co’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 | $333K | Hold |
1,627
| – | – | 0.03% | 104 |
|
|
2025
Q1 | $316K | Buy |
1,627
+5
| +0.3% | +$970 | 0.03% | 106 |
|
|
2024
Q4 | $318K | Buy |
1,622
+9
| +0.6% | +$1.76K | 0.03% | 100 |
|
|
2024
Q3 | $319K | Buy |
+1,613
| New | +$319K | 0.03% | 101 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$204K | – | 132 |
|
|
2023
Q4 | $204K | Buy |
+1,200
| New | +$204K | 0.03% | 120 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$8K | – | 455 |
|
|
2018
Q3 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 342 |
|