Palo Alto Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $920K | Hold |
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|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $774K | Buy |
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|
2024
Q4 | $769K | Buy |
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|
2024
Q3 | $760K | Sell |
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|
2024
Q2 | $723K | Hold |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $728K | Sell |
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|
2023
Q1 | $934K | Sell |
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|
2022
Q4 | $1.17M | Buy |
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