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Base Wealth Management LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Base Wealth Management LLC’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.88M Sell
14,086
-2,261
-14% -$463K 1.85% 17
2025
Q1 		$3.17M Buy
+16,347
New +$3.17M 2.42% 12