Godshalk Welsh Capital Management’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 | $1.36M | Sell |
6,622
-569
| -8% | -$116K | 0.83% | 36 |
|
|
2025
Q1 | $1.39M | Buy |
7,191
+24
| +0.3% | +$4.66K | 0.91% | 34 |
|
|
2024
Q4 | $1.4M | Sell |
7,167
-66
| -0.9% | -$12.9K | 0.91% | 34 |
|
|
2024
Q3 | $1.43M | Buy |
7,233
+10
| +0.1% | +$1.98K | 0.91% | 34 |
|
|
2024
Q2 | $1.32M | Sell |
7,223
-450
| -6% | -$82.1K | 0.88% | 32 |
|
|
2024
Q1 | $1.4M | Buy |
7,673
+25
| +0.3% | +$4.57K | 0.94% | 33 |
|
|
2023
Q4 | $1.3M | Buy |
7,648
+50
| +0.7% | +$8.52K | 0.94% | 37 |
|
|
2023
Q3 | $1.18M | Sell |
7,598
-1,200
| -14% | -$186K | 0.89% | 39 |
|
|
2023
Q2 | $1.43M | Sell |
8,798
-460
| -5% | -$74.7K | 0.98% | 36 |
|
|
2023
Q1 | $1.43M | Buy |
9,258
+3
| +0% | +$462 | 1.01% | 36 |
|
|
2022
Q4 | $1.41M | Sell |
9,255
-1,200
| -11% | -$182K | 1.03% | 35 |
|
|
2022
Q3 | $1.41M | Buy |
10,455
+1,320
| +14% | +$178K | 1.04% | 33 |
|
|
2022
Q2 | $1.31M | Hold |
9,135
| – | – | 0.94% | 39 |
|
|
2022
Q1 | $1.48M | Sell |
9,135
-435
| -5% | -$70.5K | 0.91% | 42 |
|
|
2021
Q4 | $1.64M | Sell |
9,570
-35
| -0.4% | -$6.01K | 0.94% | 40 |
|
|
2021
Q3 | $1.48M | Buy |
9,605
+15
| +0.2% | +$2.3K | 0.92% | 38 |
|
|
2021
Q2 | $1.52M | Buy |
9,590
+25
| +0.3% | +$3.95K | 0.94% | 37 |
|
|
2021
Q1 | $1.41M | Hold |
9,565
| – | – | 0.98% | 38 |
|
|
2020
Q4 | $1.35M | Buy |
9,565
+110
| +1% | +$15.5K | 1% | 35 |
|
|
2020
Q3 | $1.22M | Hold |
9,455
| – | – | 1.03% | 34 |
|
|
2020
Q2 | $1.11M | Sell |
9,455
-416
| -4% | -$48.8K | 1.04% | 35 |
|
|
2020
Q1 | $1.02M | Buy |
9,871
+25
| +0.3% | +$2.59K | 1.11% | 32 |
|
|
2019
Q4 | $1.23M | Sell |
9,846
-120
| -1% | -$15K | 1.01% | 36 |
|
|
2019
Q3 | $1.19M | Buy |
9,966
+225
| +2% | +$26.9K | 1.05% | 34 |
|
|
2019
Q2 | $1.12M | Buy |
9,741
+450
| +5% | +$51.8K | 1.04% | 35 |
|
|
2019
Q1 | $1.02M | Buy |
9,291
+261
| +3% | +$28.6K | 0.98% | 38 |
|
|
2018
Q4 | $884K | Hold |
9,030
| – | – | 0.99% | 37 |
|
|
2018
Q3 | $1M | Sell |
9,030
-361
| -4% | -$40K | 0.97% | 35 |
|
|
2018
Q2 | $954K | Sell |
9,391
-450
| -5% | -$45.7K | 1% | 34 |
|
|
2018
Q1 | $994K | Sell |
9,841
-100
| -1% | -$10.1K | 1.07% | 31 |
|
|
2017
Q4 | $1.01M | Sell |
9,941
-8
| -0.1% | -$816 | 1.03% | 33 |
|
|
2017
Q3 | $943K | Sell |
9,949
-70
| -0.7% | -$6.64K | 0.95% | 38 |
|
|
2017
Q2 | $928K | Sell |
10,019
-147
| -1% | -$13.6K | 0.92% | 41 |
|
|
2017
Q1 | $914K | Hold |
10,166
| – | – | 0.9% | 41 |
|
|
2016
Q4 | $866K | Buy |
10,166
+50
| +0.5% | +$4.26K | 0.89% | 41 |
|
|
2016
Q3 | $849K | Hold |
10,116
| – | – | 0.88% | 44 |
|
|
2016
Q2 | $842K | Sell |
10,116
-400
| -4% | -$33.3K | 0.89% | 39 |
|
|
2016
Q1 | $854K | Sell |
10,516
-50
| -0.5% | -$4.06K | 0.88% | 36 |
|
|
2015
Q4 | $822K | Sell |
10,566
-150
| -1% | -$11.7K | 0.86% | 37 |
|
|
2015
Q3 | $790K | Buy |
10,716
+50
| +0.5% | +$3.69K | 0.87% | 37 |
|
|
2015
Q2 | $838K | Sell |
10,666
-490
| -4% | -$38.5K | 0.85% | 42 |
|
|
2015
Q1 | $898K | Sell |
11,156
-200
| -2% | -$16.1K | 0.92% | 40 |
|
|
2014
Q4 | $922K | Buy |
+11,356
| New | +$922K | 0.84% | 36 |
|