Peterson 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
Q1 | $7.55M | Sell |
38,917
-14,295
| -27% | -$2.77M | 5.08% | 5 |
|
|
2024
Q4 | $10.4M | Buy |
53,212
+3,777
| +8% | +$740K | 6.2% | 3 |
|
|
2024
Q3 | $9.79M | Sell |
49,435
-11,487
| -19% | -$2.28M | 6.26% | 3 |
|
|
2024
Q2 | $11.1M | Buy |
60,922
+13,164
| +28% | +$2.4M | 6.87% | 3 |
|
|
2024
Q1 | $8.72M | Sell |
47,758
-3,080
| -6% | -$562K | 6.3% | 3 |
|
|
2023
Q4 | $8.66M | Sell |
50,838
-17,780
| -26% | -$3.03M | 7.8% | 3 |
|
|
2023
Q3 | $10.7M | Buy |
68,618
+3,645
| +6% | +$566K | 8.77% | 3 |
|
|
2023
Q2 | $10.6M | Buy |
64,973
+16,766
| +35% | +$2.72M | 8.36% | 3 |
|
|
2023
Q1 | $7.42M | Sell |
48,207
-345
| -0.7% | -$53.1K | 7.11% | 4 |
|
|
2022
Q4 | $7.37M | Sell |
48,552
-12,566
| -21% | -$1.91M | 7.52% | 3 |
|
|
2022
Q3 | $8.26M | Buy |
61,118
+21,628
| +55% | +$2.92M | 7.7% | 2 |
|
|
2022
Q2 | $5.67M | Sell |
39,490
-16,634
| -30% | -$2.39M | 7.32% | 3 |
|
|
2022
Q1 | $9.1M | Buy |
56,124
+14,519
| +35% | +$2.35M | 6.11% | 3 |
|
|
2021
Q4 | $7.15M | Buy |
41,605
+1,921
| +5% | +$330K | 4.77% | 4 |
|
|
2021
Q3 | $6.1M | Buy |
39,684
+867
| +2% | +$133K | 4.72% | 4 |
|
|
2021
Q2 | $6.01M | Sell |
38,817
-1,342
| -3% | -$208K | 4.69% | 4 |
|
|
2021
Q1 | $5.91M | Sell |
40,159
-2,539
| -6% | -$373K | 5.01% | 7 |
|
|
2020
Q4 | $6.03M | Buy |
42,698
+1,247
| +3% | +$176K | 4.89% | 9 |
|
|
2020
Q3 | $5.33M | Buy |
41,451
+1,133
| +3% | +$146K | 4.72% | 9 |
|
|
2020
Q2 | $4.72M | Buy |
40,318
+3,554
| +10% | +$416K | 4.69% | 8 |
|
|
2020
Q1 | $3.8M | Sell |
36,764
-3,970
| -10% | -$410K | 4.63% | 8 |
|
|
2019
Q4 | $5.15M | Buy |
+40,734
| New | +$5.15M | 4.68% | 9 |
|