Winch Advisory Services’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 | $134K | Buy |
656
+200
| +44% | +$41K | 0.03% | 107 |
|
|
2025
Q1 | $88.6K | Buy |
456
+2
| +0.4% | +$388 | 0.02% | 124 |
|
|
2024
Q4 | $89K | Buy |
454
+96
| +27% | +$18.8K | 0.02% | 124 |
|
|
2024
Q3 | $70.9K | Buy |
358
+2
| +0.6% | +$396 | 0.02% | 129 |
|
|
2024
Q2 | $65K | Hold |
356
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $65K | Buy |
356
+52
| +17% | +$9.5K | 0.02% | 129 |
|
|
2023
Q4 | $51.9K | Buy |
304
+3
| +1% | +$512 | 0.02% | 142 |
|
|
2023
Q3 | $47K | Buy |
301
+104
| +53% | +$16.2K | 0.02% | 141 |
|
|
2023
Q2 | $32K | Buy |
197
+128
| +186% | +$20.8K | 0.01% | 162 |
|
|
2023
Q1 | $11K | Hold |
69
| – | – | ﹤0.01% | 245 |
|
|
2022
Q4 | $10K | Hold |
69
| – | – | ﹤0.01% | 239 |
|
|
2022
Q3 | $9K | Buy |
69
+1
| +1% | +$130 | ﹤0.01% | 234 |
|
|
2022
Q2 | $10K | Buy |
+68
| New | +$10K | ﹤0.01% | 237 |
|
|
2017
Q2 | – | Sell |
-75
| Closed | -$7K | – | 320 |
|
|
2017
Q1 | $7K | Sell |
75
-5
| -6% | -$467 | ﹤0.01% | 192 |
|
|
2016
Q4 | $7K | Sell |
80
-24,628
| -100% | -$2.15M | ﹤0.01% | 171 |
|
|
2016
Q3 | $2.07M | Buy |
24,708
+23,369
| +1,745% | +$1.96M | 1.69% | 23 |
|
|
2016
Q2 | $111K | Buy |
+1,339
| New | +$111K | 0.13% | 52 |
|
|
2015
Q3 | – | Sell |
-40
| Closed | -$3K | – | 285 |
|
|
2015
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 240 |
|