Willner & Heller’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $891K | Buy |
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|
2025
Q2 | $841K | Hold |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $892K | Sell |
|
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|
2024
Q3 | $906K | Buy |
|
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|
2024
Q2 | $831K | Hold |
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|
2024
Q1 | $831K | Sell |
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|
2023
Q4 | $781K | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $718K | Buy |
|