Pacific Capital Wealth 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
Q1 | – | Sell |
-815
| Closed | -$160K | – | 371 |
|
|
2024
Q4 | $160K | Hold |
815
| – | – | 0.03% | 91 |
|
|
2024
Q3 | $161K | Hold |
815
| – | – | 0.03% | 88 |
|
|
2024
Q2 | $149K | Buy |
815
+20
| +3% | +$3.65K | 0.03% | 89 |
|
|
2024
Q1 | $145K | Buy |
795
+49
| +7% | +$8.95K | 0.03% | 77 |
|
|
2023
Q4 | $127K | Buy |
+746
| New | +$127K | 0.03% | 83 |
|