Mitchell McLeod Pugh & Williams’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $605K | Hold |
2,955
| – | – | 0.11% | 156 |
|
2025
Q1 | $573K | Buy |
2,955
+360
| +14% | +$69.8K | 0.12% | 162 |
|
2024
Q4 | $508K | Buy |
2,595
+176
| +7% | +$34.5K | 0.11% | 171 |
|
2024
Q3 | $479K | Hold |
2,419
| – | – | 0.1% | 181 |
|
2024
Q2 | $442K | Buy |
2,419
+541
| +29% | +$98.7K | 0.1% | 179 |
|
2024
Q1 | $343K | Buy |
1,878
+626
| +50% | +$114K | 0.08% | 200 |
|
2023
Q4 | $213K | Buy |
+1,252
| New | +$213K | 0.06% | 242 |
|
2023
Q3 | – | Sell |
-1,268
| Closed | -$206K | – | 261 |
|
2023
Q2 | $206K | Buy |
+1,268
| New | +$206K | 0.06% | 238 |
|