Petix & Botte Financial’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 | $2.16M | Sell |
10,557
-3,344
| -24% | -$684K | 0.53% | 38 |
|
|
2025
Q1 | $2.7M | Buy |
13,901
+1
| +0% | +$194 | 0.71% | 36 |
|
|
2024
Q4 | $2.72M | Sell |
13,900
-418
| -3% | -$81.9K | 0.72% | 33 |
|
|
2024
Q3 | $2.84M | Buy |
14,318
+2
| +0% | +$396 | 0.76% | 25 |
|
|
2024
Q2 | $2.61M | Buy |
14,316
+7,158
| +100% | +$1.31M | 0.74% | 26 |
|
|
2024
Q1 | $1.31M | Sell |
7,158
-6,914
| -49% | -$1.26M | 0.32% | 59 |
|
|
2023
Q4 | $2.4M | Buy |
14,072
+6
| +0% | +$1.02K | 0.71% | 25 |
|
|
2023
Q3 | $2.19M | Buy |
14,066
+4
| +0% | +$622 | 0.69% | 25 |
|
|
2023
Q2 | $2.28M | Buy |
14,062
+6,850
| +95% | +$1.11M | 0.71% | 25 |
|
|
2023
Q1 | $1.11M | Buy |
+7,212
| New | +$1.11M | 0.75% | 26 |
|
|
2022
Q3 | $1M | Sell |
7,419
-350
| -5% | -$47.3K | 0.76% | 26 |
|
|
2022
Q2 | $1.12M | Sell |
7,769
-8,577
| -52% | -$1.23M | 0.82% | 26 |
|
|
2022
Q1 | $2.65M | Buy |
16,346
+8,175
| +100% | +$1.33M | 0.82% | 25 |
|
|
2021
Q4 | $1.4M | Sell |
8,171
-15,593
| -66% | -$2.68M | 0.89% | 25 |
|
|
2021
Q3 | $3.65M | Buy |
23,764
+11,431
| +93% | +$1.76M | 1.24% | 22 |
|
|
2021
Q2 | $1.91M | Sell |
12,333
-33
| -0.3% | -$5.11K | 1.33% | 21 |
|
|
2021
Q1 | $1.82M | Sell |
12,366
-1,079
| -8% | -$159K | 1.34% | 21 |
|
|
2020
Q4 | $1.9M | Sell |
13,445
-976
| -7% | -$138K | 1.42% | 21 |
|
|
2020
Q3 | $1.86M | Sell |
14,421
-17,012
| -54% | -$2.19M | 1.48% | 20 |
|
|
2020
Q2 | $1.84M | Buy |
31,433
+17,092
| +119% | +$1M | 1.52% | 20 |
|
|
2020
Q1 | $1.48M | Buy |
14,341
+4
| +0% | +$414 | 1.44% | 21 |
|
|
2019
Q4 | $1.79M | Buy |
+14,337
| New | +$1.79M | 1.4% | 20 |
|