Wolff Financial 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 | $1.27M | Hold |
6,183
| – | – | 0.33% | 33 |
|
|
2025
Q1 | $1.2M | Sell |
6,183
-31
| -0.5% | -$6.01K | 0.33% | 36 |
|
|
2024
Q4 | $1.22M | Sell |
6,214
-207
| -3% | -$40.5K | 0.34% | 34 |
|
|
2024
Q3 | $1.27M | Buy |
+6,421
| New | +$1.27M | 0.35% | 36 |
|
|
2024
Q2 | – | Sell |
-8,776
| Closed | -$1.6M | – | 88 |
|
|
2024
Q1 | $1.6M | Buy |
8,776
+1
| +0% | +$183 | 0.47% | 29 |
|
|
2023
Q4 | $1.5M | Buy |
8,775
+130
| +2% | +$22.1K | 0.46% | 29 |
|
|
2023
Q3 | $1.34M | Buy |
+8,645
| New | +$1.34M | 0.46% | 31 |
|
|
2023
Q2 | – | Sell |
-8,642
| Closed | -$1.33M | – | 92 |
|
|
2023
Q1 | $1.33M | Sell |
8,642
-1,174
| -12% | -$181K | 0.46% | 35 |
|
|
2022
Q4 | $1.49M | Sell |
9,816
-565
| -5% | -$85.8K | 0.55% | 32 |
|
|
2022
Q3 | $1.4M | Buy |
10,381
+9
| +0.1% | +$1.22K | 0.64% | 30 |
|
|
2022
Q2 | $1.49M | Sell |
10,372
-13
| -0.1% | -$1.87K | 0.66% | 31 |
|
|
2022
Q1 | $1.68M | Sell |
10,385
-73
| -0.7% | -$11.8K | 0.67% | 31 |
|
|
2021
Q4 | $1.8M | Buy |
+10,458
| New | +$1.8M | 0.68% | 32 |
|
|
2021
Q1 | $1.49M | Buy |
10,155
+74
| +0.7% | +$10.9K | 0.68% | 27 |
|
|
2020
Q4 | $1.42M | Buy |
10,081
+346
| +4% | +$48.8K | 0.75% | 29 |
|
|
2020
Q3 | $1.25M | Sell |
9,735
-700
| -7% | -$90.1K | 0.74% | 28 |
|
|
2020
Q2 | $1.22M | Sell |
10,435
-1,940
| -16% | -$227K | 0.78% | 26 |
|
|
2020
Q1 | $1.28M | Buy |
12,375
+2,957
| +31% | +$306K | 0.97% | 23 |
|
|
2019
Q4 | $1.17M | Sell |
9,418
-83
| -0.9% | -$10.3K | 0.78% | 27 |
|
|
2019
Q3 | $1.14M | Buy |
9,501
+341
| +4% | +$40.8K | 0.83% | 24 |
|
|
2019
Q2 | $1.06M | Hold |
9,160
| – | – | 0.81% | 24 |
|
|
2019
Q1 | $1M | Buy |
9,160
+465
| +5% | +$51K | 0.83% | 22 |
|
|
2018
Q4 | $852K | Buy |
+8,695
| New | +$852K | 0.83% | 24 |
|