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