Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Sell |
17,004
-84
| -0.5% | -$19.3K | 0.24% | 87 |
|
|
2026
Q1 | $3.68M | Sell |
17,088
-631
| -4% | -$141K | 0.25% | 86 |
|
|
2025
Q4 | $3.89M | Buy |
17,719
+2,570
| +17% | +$562K | 0.27% | 80 |
|
|
2025
Q3 | $3.27M | Sell |
15,149
-1,222
| -7% | -$257K | 0.25% | 84 |
|
|
2025
Q2 | $3.35M | Sell |
16,371
-419
| -2% | -$81.2K | 0.28% | 74 |
|
|
2025
Q1 | $3.26M | Sell |
16,790
-182
| -1% | -$36.2K | 0.3% | 73 |
|
|
2024
Q4 | $3.32M | Buy |
16,972
+1,342
| +9% | +$268K | 0.31% | 70 |
|
|
2024
Q3 | $3.1M | Buy |
15,630
+1,558
| +11% | +$297K | 0.3% | 74 |
|
|
2024
Q2 | $2.57M | Buy |
14,072
+3,066
| +28% | +$552K | 0.27% | 81 |
|
|
2024
Q1 | $2.01M | Buy |
11,006
+2,606
| +31% | +$458K | 0.22% | 90 |
|
|
2023
Q4 | $1.43M | Buy |
8,400
+1,166
| +16% | +$188K | 0.17% | 98 |
|
|
2023
Q3 | $1.12M | Buy |
7,234
+440
| +6% | +$71.3K | 0.15% | 105 |
|
|
2023
Q2 | $1.1M | Hold |
6,794
| – | – | 0.14% | 111 |
|
|
2023
Q1 | $1.05M | Buy |
6,794
+1,818
| +37% | +$279K | 0.14% | 110 |
|
|
2022
Q4 | $756K | Sell |
4,976
-599
| -11% | -$89.3K | 0.11% | 131 |
|
|
2022
Q3 | $754K | Buy |
5,575
+150
| +3% | +$22.3K | 0.13% | 115 |
|
|
2022
Q2 | $778K | Buy |
5,425
+701
| +15% | +$107K | 0.13% | 125 |
|
|
2022
Q1 | $766K | Buy |
4,724
+262
| +6% | +$42.3K | 0.11% | 144 |
|
|
2021
Q4 | $766K | Buy |
4,462
+305
| +7% | +$50.3K | 0.13% | 144 |
|
|
2021
Q3 | $639K | Hold |
4,157
| – | – | 0.15% | 128 |
|
|
2021
Q2 | $643K | Hold |
4,157
| – | – | 0.15% | 128 |
|
|
2021
Q1 | $611K | Sell |
4,157
-675
| -14% | -$96K | 0.17% | 107 |
|
|
2020
Q4 | $682K | Buy |
4,832
+50
| +1% | +$6.78K | 0.21% | 99 |
|
|
2020
Q3 | $615K | Buy |
4,782
+615
| +15% | +$77.4K | 0.21% | 104 |
|
|
2020
Q2 | $488K | Buy |
4,167
+1,620
| +64% | +$184K | 0.18% | 110 |
|
|
2020
Q1 | $263K | Sell |
2,547
-81
| -3% | -$9.66K | 0.13% | 127 |
|
|
2019
Q4 | $328K | Buy |
2,628
+80
| +3% | +$9.68K | 0.12% | 142 |
|
|
2019
Q3 | $305K | Buy |
2,548
+325
| +15% | +$38.3K | 0.13% | 138 |
|
|
2019
Q2 | $256K | Buy |
2,223
+100
| +5% | +$11.2K | 0.11% | 157 |
|
|
2019
Q1 | $233K | Hold |
2,123
| – | – | 0.11% | 160 |
|
|
2018
Q4 | $208K | Hold |
2,123
| – | – | 0.11% | 154 |
|
|
2018
Q3 | $235K | Sell |
2,123
-150
| -7% | -$16.1K | 0.12% | 137 |
|
|
2018
Q2 | $231K | Sell |
2,273
-501
| -18% | -$51.1K | 0.12% | 127 |
|
|
2018
Q1 | $280K | Buy |
2,774
+764
| +38% | +$79.2K | 0.16% | 113 |
|
|
2017
Q4 | $205K | Buy |
+2,010
| New | +$198K | 0.11% | 142 |
|
Other funds holding VIG
HWM
Pinnacle Wealth Management Advisory Group's VIG Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.49% in Q2 2026, selling an estimated $19.3K and leaving 17,004 shares worth $4.02M. The position accounts for 0.24% of the portfolio, ranked #87.
Pinnacle Wealth Management Advisory Group first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 17,004 shares of Vanguard Dividend Appreciation ETF worth $4.02M as of Q2 2026.
- Pinnacle Wealth Management Advisory Group sold 84 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $19.3K.
- Vanguard Dividend Appreciation ETF made up 0.24% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #87 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
- 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.