PBMares Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $308K | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $396K | Buy |
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