Pinnacle Wealth Planning Services’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
$311K Sell
1,521
-28
-2% -$5.73K 0.04% 285
2025
Q1
$301K Buy
1,549
+397
+34% +$77K 0.05% 263
2024
Q4
$226K Buy
+1,152
New +$226K 0.03% 332