WoodTrust Financial’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
Q1 | – | Sell |
-1,174
| Closed | -$230K | – | 183 |
|
|
2024
Q4 | $230K | Sell |
1,174
-400
| -25% | -$78.4K | 0.03% | 163 |
|
|
2024
Q3 | $312K | Sell |
1,574
-80
| -5% | -$15.9K | 0.04% | 143 |
|
|
2024
Q2 | $302K | Buy |
+1,654
| New | +$302K | 0.05% | 141 |
|
|
2024
Q1 | – | Sell |
-1,832
| Closed | -$312K | – | 187 |
|
|
2023
Q4 | $312K | Buy |
+1,832
| New | +$312K | 0.05% | 131 |
|
|
2022
Q2 | – | Sell |
-1,386
| Closed | -$225K | – | 161 |
|
|
2022
Q1 | $225K | Buy |
+1,386
| New | +$225K | 0.05% | 137 |
|
|
2021
Q4 | – | Sell |
-1,684
| Closed | -$259K | – | 150 |
|
|
2021
Q3 | $259K | Hold |
1,684
| – | – | 0.06% | 113 |
|
|
2021
Q2 | $261K | Hold |
1,684
| – | – | 0.07% | 114 |
|
|
2021
Q1 | $248K | Hold |
1,684
| – | – | 0.07% | 79 |
|
|
2020
Q4 | $238K | Hold |
1,684
| – | – | 0.07% | 89 |
|
|
2020
Q3 | $217K | Buy |
+1,684
| New | +$217K | 0.08% | 94 |
|