Physician Wealth Advisors’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
$483K Sell
2,361
-25
-1% -$5.12K 0.08% 100
2025
Q1
$463K Sell
2,386
-121
-5% -$23.5K 0.08% 100
2024
Q4
$491K Buy
2,507
+2
+0.1% +$392 0.08% 98
2024
Q3
$501K Buy
2,505
+34
+1% +$6.8K 0.09% 94
2024
Q2
$471K Sell
2,471
-88
-3% -$16.8K 0.09% 95
2024
Q1
$445K Sell
2,559
-611
-19% -$106K 0.09% 95
2023
Q4
$547K Buy
3,170
+550
+21% +$94.9K 0.12% 83
2023
Q3
$409K Sell
2,620
-10
-0.4% -$1.56K 0.11% 89
2023
Q2
$427K Buy
2,630
+8
+0.3% +$1.3K 0.11% 87
2023
Q1
$411K Buy
2,622
+297
+13% +$46.5K 0.11% 88
2022
Q4
$360K Buy
2,325
+24
+1% +$3.72K 0.1% 93
2022
Q3
$327K Buy
2,301
+858
+59% +$122K 0.1% 101
2022
Q2
$221K Buy
1,443
+111
+8% +$17K 0.06% 139
2022
Q1
$211K Buy
+1,332
New +$211K 0.06% 145