Wiser 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 | $1.13M | Sell |
5,520
-1,538
| -22% | -$315K | 0.28% | 25 |
|
|
2025
Q1 | $1.37M | Buy |
7,058
+3,210
| +83% | +$623K | 0.38% | 22 |
|
|
2024
Q4 | $754K | Buy |
3,848
+1,016
| +36% | +$199K | 0.21% | 27 |
|
|
2024
Q3 | $561K | Buy |
2,832
+1,111
| +65% | +$220K | 0.16% | 29 |
|
|
2024
Q2 | $314K | Buy |
1,721
+390
| +29% | +$71.2K | 0.1% | 30 |
|
|
2024
Q1 | $243K | Hold |
1,331
| – | – | 0.08% | 27 |
|
|
2023
Q4 | $224K | Buy |
1,331
+21
| +2% | +$3.54K | 0.08% | 32 |
|
|
2023
Q3 | $204K | Sell |
1,310
-46
| -3% | -$7.15K | 0.08% | 35 |
|
|
2023
Q2 | $220K | Buy |
1,356
+47
| +4% | +$7.64K | 0.09% | 34 |
|
|
2023
Q1 | $202K | Buy |
+1,309
| New | +$202K | 0.09% | 33 |
|