Capstone Wealth Management Group (Pennsylvania)’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 | $1.59M | Buy |
7,777
+816
| +12% | +$167K | 1.53% | 14 |
|
|
2025
Q1 | $1.35M | Buy |
6,961
+34
| +0.5% | +$6.6K | 0.77% | 30 |
|
|
2024
Q4 | $1.36M | Buy |
6,927
+10
| +0.1% | +$1.96K | 0.73% | 33 |
|
|
2024
Q3 | $1.37M | Buy |
6,917
+34
| +0.5% | +$6.73K | 0.81% | 29 |
|
|
2024
Q2 | $1.26M | Hold |
6,883
| – | – | 0.82% | 28 |
|
|
2024
Q1 | $1.26M | Sell |
6,883
-580
| -8% | -$106K | 0.9% | 27 |
|
|
2023
Q4 | $1.27M | Sell |
7,463
-216
| -3% | -$36.8K | 1.2% | 20 |
|
|
2023
Q3 | $1.19M | Sell |
7,679
-113
| -1% | -$17.6K | 1.24% | 22 |
|
|
2023
Q2 | $1.27M | Sell |
7,792
-143
| -2% | -$23.2K | 1.31% | 18 |
|
|
2023
Q1 | $1.22M | Buy |
7,935
+39
| +0.5% | +$6.01K | 1.35% | 15 |
|
|
2022
Q4 | $1.2M | Sell |
7,896
-55
| -0.7% | -$8.35K | 1.29% | 19 |
|
|
2022
Q3 | $1.08M | Buy |
7,951
+40
| +0.5% | +$5.41K | 1.38% | 21 |
|
|
2022
Q2 | $1.14M | Buy |
7,911
+38
| +0.5% | +$5.45K | 1.37% | 21 |
|
|
2022
Q1 | $1.28M | Buy |
7,873
+84
| +1% | +$13.6K | 1.28% | 19 |
|
|
2021
Q4 | $1.34M | Buy |
+7,789
| New | +$1.34M | 1.09% | 21 |
|