Atwood & Palmer’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 | $68.8K | Hold |
336
| – | – | ﹤0.01% | 219 |
|
2025
Q1 | $65.2K | Hold |
336
| – | – | ﹤0.01% | 208 |
|
2024
Q4 | $65.8K | Buy |
336
+223
| +197% | +$43.7K | ﹤0.01% | 207 |
|
2024
Q3 | $22.4K | Hold |
113
| – | – | ﹤0.01% | 282 |
|
2024
Q2 | $20.6K | Hold |
113
| – | – | ﹤0.01% | 296 |
|
2024
Q1 | $20.6K | Hold |
113
| – | – | ﹤0.01% | 276 |
|
2023
Q4 | $19.3K | Hold |
113
| – | – | ﹤0.01% | 283 |
|
2023
Q3 | $17.6K | Hold |
113
| – | – | ﹤0.01% | 278 |
|
2023
Q2 | $18.4K | Hold |
113
| – | – | ﹤0.01% | 280 |
|
2023
Q1 | $17.4K | Hold |
113
| – | – | ﹤0.01% | 271 |
|
2022
Q4 | $17.2K | Hold |
113
| – | – | ﹤0.01% | 296 |
|
2022
Q3 | $15K | Sell |
113
-500
| -82% | -$66.4K | ﹤0.01% | 289 |
|
2022
Q2 | $88K | Hold |
613
| – | – | 0.01% | 177 |
|
2022
Q1 | $99K | Hold |
613
| – | – | 0.01% | 180 |
|
2021
Q4 | $105K | Hold |
613
| – | – | 0.01% | 187 |
|
2021
Q3 | $94K | Hold |
613
| – | – | 0.01% | 192 |
|
2021
Q2 | $95K | Buy |
613
+500
| +442% | +$77.5K | 0.01% | 188 |
|
2021
Q1 | $17K | Hold |
113
| – | – | ﹤0.01% | 310 |
|
2020
Q4 | $16K | Hold |
113
| – | – | ﹤0.01% | 291 |
|
2020
Q3 | $15K | Hold |
113
| – | – | ﹤0.01% | 250 |
|
2020
Q2 | $13K | Hold |
113
| – | – | ﹤0.01% | 248 |
|
2020
Q1 | $12K | Hold |
113
| – | – | ﹤0.01% | 249 |
|
2019
Q4 | $14K | Hold |
113
| – | – | ﹤0.01% | 236 |
|
2019
Q3 | $14K | Hold |
113
| – | – | ﹤0.01% | 245 |
|
2019
Q2 | $13K | Hold |
113
| – | – | ﹤0.01% | 242 |
|
2019
Q1 | $12K | Hold |
113
| – | – | ﹤0.01% | 247 |
|
2018
Q4 | $11K | Sell |
113
-350
| -76% | -$34.1K | ﹤0.01% | 246 |
|
2018
Q3 | $51K | Buy |
463
+113
| +32% | +$12.4K | 0.01% | 181 |
|
2018
Q2 | $36K | Hold |
350
| – | – | ﹤0.01% | 195 |
|
2018
Q1 | $35K | Hold |
350
| – | – | 0.01% | 194 |
|
2017
Q4 | $36K | Hold |
350
| – | – | 0.01% | 195 |
|
2017
Q3 | $33K | Hold |
350
| – | – | ﹤0.01% | 200 |
|
2017
Q2 | $32K | Buy |
+350
| New | +$32K | 0.01% | 208 |
|
2016
Q3 | – | Sell |
-147
| Closed | -$12K | – | 327 |
|
2016
Q2 | $12K | Hold |
147
| – | – | ﹤0.01% | 250 |
|
2016
Q1 | $12K | Hold |
147
| – | – | ﹤0.01% | 253 |
|
2015
Q4 | $11K | Hold |
147
| – | – | ﹤0.01% | 318 |
|
2015
Q3 | $11K | Buy |
+147
| New | +$11K | ﹤0.01% | 328 |
|
2014
Q4 | – | Sell |
-1,189
| Closed | -$91K | – | 406 |
|
2014
Q3 | $91K | Buy |
1,189
+1,000
| +529% | +$76.5K | 0.02% | 172 |
|
2014
Q2 | $15K | Buy |
+189
| New | +$15K | ﹤0.01% | 250 |
|