Paulson 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 | $332K | Hold |
1,621
| – | – | 0.09% | 108 |
|
2025
Q1 | $315K | Sell |
1,621
-71
| -4% | -$13.8K | 0.09% | 103 |
|
2024
Q4 | $331K | Sell |
1,692
-26
| -2% | -$5.09K | 0.09% | 101 |
|
2024
Q3 | $340K | Sell |
1,718
-304
| -15% | -$60.2K | 0.09% | 108 |
|
2024
Q2 | $369K | Sell |
2,022
-47
| -2% | -$8.58K | 0.11% | 99 |
|
2024
Q1 | $378K | Hold |
2,069
| – | – | 0.11% | 99 |
|
2023
Q4 | $352K | Sell |
2,069
-59
| -3% | -$10.1K | 0.11% | 95 |
|
2023
Q3 | $331K | Sell |
2,128
-123
| -5% | -$19.1K | 0.12% | 94 |
|
2023
Q2 | $366K | Buy |
+2,251
| New | +$366K | 0.12% | 87 |
|
2020
Q4 | – | Sell |
-4,000
| Closed | -$515K | – | 95 |
|
2020
Q3 | $515K | Sell |
4,000
-45
| -1% | -$5.79K | 0.33% | 43 |
|
2020
Q2 | $474K | Sell |
4,045
-7
| -0.2% | -$820 | 0.33% | 42 |
|
2020
Q1 | $448K | Buy |
+4,052
| New | +$448K | 0.34% | 46 |
|
2018
Q1 | – | Sell |
-211
| Closed | -$22K | – | 511 |
|
2017
Q4 | $22K | Buy |
+211
| New | +$22K | 0.02% | 278 |
|