Pinnacle Wealth Management Advisory Group’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 | $3.35M | Sell |
16,371
-419
| -2% | -$85.8K | 0.28% | 74 |
|
|
2025
Q1 | $3.26M | Sell |
16,790
-182
| -1% | -$35.3K | 0.3% | 73 |
|
|
2024
Q4 | $3.32M | Buy |
16,972
+1,342
| +9% | +$263K | 0.31% | 70 |
|
|
2024
Q3 | $3.1M | Buy |
15,630
+1,558
| +11% | +$309K | 0.3% | 74 |
|
|
2024
Q2 | $2.57M | Buy |
14,072
+3,066
| +28% | +$560K | 0.27% | 81 |
|
|
2024
Q1 | $2.01M | Buy |
11,006
+2,606
| +31% | +$476K | 0.22% | 90 |
|
|
2023
Q4 | $1.43M | Buy |
8,400
+1,166
| +16% | +$199K | 0.17% | 98 |
|
|
2023
Q3 | $1.12M | Buy |
7,234
+440
| +6% | +$68.4K | 0.15% | 105 |
|
|
2023
Q2 | $1.1M | Hold |
6,794
| – | – | 0.14% | 111 |
|
|
2023
Q1 | $1.05M | Buy |
6,794
+1,818
| +37% | +$280K | 0.14% | 110 |
|
|
2022
Q4 | $756K | Sell |
4,976
-599
| -11% | -$91K | 0.11% | 131 |
|
|
2022
Q3 | $754K | Buy |
5,575
+150
| +3% | +$20.3K | 0.13% | 115 |
|
|
2022
Q2 | $778K | Buy |
5,425
+701
| +15% | +$101K | 0.13% | 125 |
|
|
2022
Q1 | $766K | Buy |
4,724
+262
| +6% | +$42.5K | 0.11% | 144 |
|
|
2021
Q4 | $766K | Buy |
4,462
+305
| +7% | +$52.4K | 0.13% | 143 |
|
|
2021
Q3 | $639K | Hold |
4,157
| – | – | 0.15% | 128 |
|
|
2021
Q2 | $643K | Hold |
4,157
| – | – | 0.15% | 127 |
|
|
2021
Q1 | $611K | Sell |
4,157
-675
| -14% | -$99.2K | 0.17% | 107 |
|
|
2020
Q4 | $682K | Buy |
4,832
+50
| +1% | +$7.06K | 0.21% | 99 |
|
|
2020
Q3 | $615K | Buy |
4,782
+615
| +15% | +$79.1K | 0.21% | 104 |
|
|
2020
Q2 | $488K | Buy |
4,167
+1,620
| +64% | +$190K | 0.18% | 110 |
|
|
2020
Q1 | $263K | Sell |
2,547
-81
| -3% | -$8.36K | 0.13% | 127 |
|
|
2019
Q4 | $328K | Buy |
2,628
+80
| +3% | +$9.99K | 0.12% | 142 |
|
|
2019
Q3 | $305K | Buy |
2,548
+325
| +15% | +$38.9K | 0.13% | 138 |
|
|
2019
Q2 | $256K | Buy |
2,223
+100
| +5% | +$11.5K | 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% | -$16.6K | 0.12% | 137 |
|
|
2018
Q2 | $231K | Sell |
2,273
-501
| -18% | -$50.9K | 0.12% | 127 |
|
|
2018
Q1 | $280K | Buy |
2,774
+764
| +38% | +$77.1K | 0.16% | 113 |
|
|
2017
Q4 | $205K | Buy |
+2,010
| New | +$205K | 0.11% | 142 |
|