Willow Creek Wealth Management’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 | $759K | Sell |
3,705
-389
| -10% | -$79.6K | 0.07% | 79 |
|
|
2025
Q1 | $794K | Buy |
4,094
+41
| +1% | +$7.96K | 0.08% | 73 |
|
|
2024
Q4 | $794K | Hold |
4,053
| – | – | 0.08% | 70 |
|
|
2024
Q3 | $803K | Sell |
4,053
-36
| -0.9% | -$7.13K | 0.08% | 69 |
|
|
2024
Q2 | $746K | Buy |
4,089
+236
| +6% | +$43.1K | 0.08% | 70 |
|
|
2024
Q1 | $704K | Buy |
3,853
+17
| +0.4% | +$3.1K | 0.08% | 71 |
|
|
2023
Q4 | $654K | Hold |
3,836
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $596K | Sell |
3,836
-25
| -0.6% | -$3.89K | 0.09% | 73 |
|
|
2023
Q2 | $627K | Hold |
3,861
| – | – | 0.09% | 77 |
|
|
2023
Q1 | $595K | Hold |
3,861
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $586K | Sell |
3,861
-180
| -4% | -$27.3K | 0.1% | 65 |
|
|
2022
Q3 | $546K | Hold |
4,041
| – | – | 0.11% | 65 |
|
|
2022
Q2 | $580K | Hold |
4,041
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $655K | Hold |
4,041
| – | – | 0.13% | 55 |
|
|
2021
Q4 | $694K | Buy |
4,041
+15
| +0.4% | +$2.58K | 0.14% | 53 |
|
|
2021
Q3 | $618K | Buy |
4,026
+175
| +5% | +$26.9K | 0.14% | 48 |
|
|
2021
Q2 | $596K | Hold |
3,851
| – | – | 0.14% | 48 |
|
|
2021
Q1 | $566K | Buy |
3,851
+48
| +1% | +$7.06K | 0.21% | 38 |
|
|
2020
Q4 | $537K | Sell |
3,803
-14
| -0.4% | -$1.98K | 0.2% | 39 |
|
|
2020
Q3 | $491K | Sell |
3,817
-18
| -0.5% | -$2.32K | 0.2% | 36 |
|
|
2020
Q2 | $449K | Hold |
3,835
| – | – | 0.2% | 36 |
|
|
2020
Q1 | $397K | Buy |
3,835
+803
| +26% | +$83.1K | 0.2% | 36 |
|
|
2019
Q4 | $378K | Hold |
3,032
| – | – | 0.17% | 43 |
|
|
2019
Q3 | $363K | Sell |
3,032
-40
| -1% | -$4.79K | 0.17% | 45 |
|
|
2019
Q2 | $354K | Buy |
3,072
+10
| +0.3% | +$1.15K | 0.17% | 46 |
|
|
2019
Q1 | $336K | Sell |
3,062
-72
| -2% | -$7.9K | 0.17% | 45 |
|
|
2018
Q4 | $307K | Buy |
3,134
+795
| +34% | +$77.9K | 0.16% | 44 |
|
|
2018
Q3 | $259K | Buy |
+2,339
| New | +$259K | 0.14% | 55 |
|