Pine Harbor 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 | $741K | Sell |
3,619
-169
| -4% | -$34.6K | 0.26% | 41 |
|
|
2025
Q1 | $735K | Buy |
3,788
+335
| +10% | +$65K | 0.29% | 38 |
|
|
2024
Q4 | $676K | Buy |
3,453
+16
| +0.5% | +$3.13K | 0.27% | 42 |
|
|
2024
Q3 | $681K | Sell |
3,437
-1,007
| -23% | -$200K | 0.34% | 40 |
|
|
2024
Q2 | $811K | Sell |
4,444
-608
| -12% | -$111K | 0.48% | 33 |
|
|
2024
Q1 | $923K | Sell |
5,052
-1,127
| -18% | -$206K | 0.58% | 33 |
|
|
2023
Q4 | $1.05M | Buy |
+6,179
| New | +$1.05M | 0.8% | 26 |
|