Patrick M. Sweeney & Associates’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 | $852K | Buy |
4,101
+119
| +3% | +$24.7K | 0.59% | 42 |
|
|
2025
Q1 | $772K | Buy |
3,982
+145
| +4% | +$28.1K | 0.58% | 42 |
|
|
2024
Q4 | $751K | Buy |
3,837
+55
| +1% | +$10.8K | 0.56% | 46 |
|
|
2024
Q3 | $749K | Buy |
3,782
+486
| +15% | +$96.3K | 0.55% | 44 |
|
|
2024
Q2 | $602K | Buy |
3,296
+160
| +5% | +$29.2K | 0.49% | 54 |
|
|
2024
Q1 | $573K | Buy |
3,136
+267
| +9% | +$48.8K | 0.47% | 53 |
|
|
2023
Q4 | $489K | Buy |
+2,869
| New | +$489K | 0.45% | 58 |
|