Palo Alto 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
Q2 | $864K | Buy |
4,205
+267
| +7% | +$54.9K | 0.33% | 23 |
|
|
2025
Q1 | $774K | Buy |
3,938
+13
| +0.3% | +$2.56K | 0.3% | 23 |
|
|
2024
Q4 | $769K | Buy |
3,925
+127
| +3% | +$24.9K | 0.27% | 24 |
|
|
2024
Q3 | $760K | Sell |
3,798
-141
| -4% | -$28.2K | 0.31% | 22 |
|
|
2024
Q2 | $723K | Hold |
3,939
| – | – | 0.5% | 21 |
|
|
2024
Q1 | $719K | Buy |
3,939
+17
| +0.4% | +$3.1K | 0.51% | 21 |
|
|
2023
Q4 | $668K | Buy |
3,922
+188
| +5% | +$32K | 0.51% | 23 |
|
|
2023
Q3 | $583K | Sell |
3,734
-728
| -16% | -$114K | 0.49% | 20 |
|
|
2023
Q2 | $728K | Sell |
4,462
-1,601
| -26% | -$261K | 0.58% | 21 |
|
|
2023
Q1 | $934K | Sell |
6,063
-1,632
| -21% | -$251K | 0.75% | 18 |
|
|
2022
Q4 | $1.17M | Buy |
+7,695
| New | +$1.17M | 1% | 16 |
|