Pinnacle Wealth Management 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 | $204K | Buy |
+998
| New | +$204K | 0.12% | 115 |
|
|
2023
Q3 | – | Sell |
-20,250
| Closed | -$3.29M | – | 103 |
|
|
2023
Q2 | $3.29M | Sell |
20,250
-2,023
| -9% | -$329K | 2.87% | 7 |
|
|
2023
Q1 | $3.43M | Sell |
22,273
-188
| -0.8% | -$29K | 2.97% | 6 |
|
|
2022
Q4 | $3.41M | Sell |
22,461
-408
| -2% | -$62K | 3.02% | 6 |
|
|
2022
Q3 | $3.09M | Buy |
22,869
+6,298
| +38% | +$851K | 2.72% | 8 |
|
|
2022
Q2 | $2.38M | Buy |
16,571
+462
| +3% | +$66.3K | 1.99% | 14 |
|
|
2022
Q1 | $2.61M | Sell |
16,109
-7,622
| -32% | -$1.24M | 1.97% | 12 |
|
|
2021
Q4 | $4.08M | Sell |
23,731
-4,053
| -15% | -$696K | 3.02% | 6 |
|
|
2021
Q3 | $4.27M | Sell |
27,784
-902
| -3% | -$139K | 3.21% | 6 |
|
|
2021
Q2 | $4.44M | Buy |
+28,686
| New | +$4.44M | 3.24% | 6 |
|