PFA
Pathway Financial Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
19,712
+735
| +4% | +$150K | 1.31% | 22 |
|
|
2025
Q1 | $3.68M | Sell |
18,977
-174
| -0.9% | -$33.8K | 1.26% | 24 |
|
|
2024
Q4 | $3.75M | Buy |
19,151
+624
| +3% | +$122K | 1.26% | 24 |
|
|
2024
Q3 | $3.67M | Buy |
18,527
+1,033
| +6% | +$205K | 1.66% | 18 |
|
|
2024
Q2 | $3.17M | Buy |
17,494
+746
| +4% | +$135K | 1.14% | 26 |
|
|
2024
Q1 | $3.06M | Buy |
16,748
+1,853
| +12% | +$338K | 1.1% | 28 |
|
|
2023
Q4 | $2.54M | Buy |
14,895
+463
| +3% | +$78.9K | 0.97% | 31 |
|
|
2023
Q3 | $2.24M | Buy |
+14,432
| New | +$2.24M | 0.93% | 34 |
|
|
2023
Q1 | $2.13M | Buy |
13,834
+1,284
| +10% | +$198K | 0.86% | 40 |
|
|
2022
Q4 | $1.91M | Buy |
+12,550
| New | +$1.91M | 0.77% | 47 |
|