Barnes Pettey Financial Advisors’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 | $347K | Buy |
1,695
+459
| +37% | +$93.9K | 0.23% | 74 |
|
|
2025
Q1 | $240K | Sell |
1,236
-14
| -1% | -$2.72K | 0.19% | 87 |
|
|
2024
Q4 | $245K | Hold |
1,250
| – | – | 0.19% | 84 |
|
|
2024
Q3 | $248K | Buy |
1,250
+1
| +0.1% | +$198 | 0.2% | 83 |
|
|
2024
Q2 | $228K | Sell |
1,249
-80
| -6% | -$14.6K | 0.2% | 84 |
|
|
2024
Q1 | $243K | Hold |
1,329
| – | – | 0.21% | 81 |
|
|
2023
Q4 | $226K | Hold |
1,329
| – | – | 0.18% | 91 |
|
|
2023
Q3 | $207K | Sell |
1,329
-21
| -2% | -$3.26K | 0.19% | 89 |
|
|
2023
Q2 | $219K | Buy |
1,350
+19
| +1% | +$3.09K | 0.19% | 93 |
|
|
2023
Q1 | $205K | Sell |
1,331
-13
| -1% | -$2K | 0.2% | 97 |
|
|
2022
Q4 | $204K | Buy |
+1,344
| New | +$204K | 0.21% | 98 |
|