Palumbo Wealth Management’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 | $418K | Hold |
2,045
| – | – | 0.13% | 119 |
|
|
2025
Q1 | $397K | Buy |
2,045
+6
| +0.3% | +$1.16K | 0.13% | 108 |
|
|
2024
Q4 | $399K | Buy |
2,039
+6
| +0.3% | +$1.18K | 0.15% | 100 |
|
|
2024
Q3 | $403K | Buy |
2,033
+1
| +0% | +$198 | 0.16% | 99 |
|
|
2024
Q2 | $371K | Sell |
2,032
-45
| -2% | -$8.21K | 0.16% | 97 |
|
|
2024
Q1 | $379K | Buy |
2,077
+6
| +0.3% | +$1.1K | 0.17% | 94 |
|
|
2023
Q4 | $353K | Buy |
2,071
+12
| +0.6% | +$2.05K | 0.18% | 92 |
|
|
2023
Q3 | $320K | Buy |
2,059
+200
| +11% | +$31.1K | 0.18% | 83 |
|
|
2023
Q2 | $302K | Hold |
1,859
| – | – | 0.18% | 82 |
|
|
2023
Q1 | $286K | Buy |
1,859
+6
| +0.3% | +$924 | 0.19% | 75 |
|
|
2022
Q4 | $281K | Buy |
1,853
+7
| +0.4% | +$1.06K | 0.22% | 70 |
|
|
2022
Q3 | $250K | Sell |
1,846
-161
| -8% | -$21.8K | 0.21% | 71 |
|
|
2022
Q2 | $288K | Buy |
2,007
+172
| +9% | +$24.7K | 0.23% | 69 |
|
|
2022
Q1 | $298K | Buy |
1,835
+5
| +0.3% | +$812 | 0.19% | 74 |
|
|
2021
Q4 | $314K | Buy |
1,830
+5
| +0.3% | +$858 | 0.2% | 77 |
|
|
2021
Q3 | $280K | Buy |
1,825
+5
| +0.3% | +$767 | 0.18% | 80 |
|
|
2021
Q2 | $282K | Sell |
1,820
-45
| -2% | -$6.97K | 0.19% | 85 |
|
|
2021
Q1 | $274K | Sell |
1,865
-355
| -16% | -$52.2K | 0.21% | 84 |
|
|
2020
Q4 | $313K | Buy |
+2,220
| New | +$313K | 0.25% | 72 |
|