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