Willow Creek Wealth Management’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 | $796K | Sell |
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|
2025
Q2 | $759K | Sell |
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|
2025
Q1 | $794K | Buy |
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|
2024
Q4 | $794K | Hold |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $654K | Hold |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $627K | Hold |
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|
2023
Q1 | $595K | Hold |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $580K | Hold |
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|
2022
Q1 | $655K | Hold |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $618K | Buy |
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|
2021
Q2 | $596K | Hold |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $537K | Sell |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $449K | Hold |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $378K | Hold |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $259K | Buy |
|