PFA
Plotkin Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Buy |
41,452
+759
| +2% | +$155K | 4.68% | 7 |
|
|
2025
Q1 | $7.89M | Buy |
40,693
+350
| +0.9% | +$67.9K | 4.85% | 5 |
|
|
2024
Q4 | $7.9M | Buy |
40,343
+637
| +2% | +$125K | 4.69% | 6 |
|
|
2024
Q3 | $7.86M | Sell |
39,706
-183
| -0.5% | -$36.2K | 4.71% | 6 |
|
|
2024
Q2 | $7.28M | Buy |
39,889
+397
| +1% | +$72.5K | 4.68% | 6 |
|
|
2024
Q1 | $7.21M | Buy |
39,492
+951
| +2% | +$174K | 4.78% | 6 |
|
|
2023
Q4 | $6.57M | Buy |
38,541
+557
| +1% | +$94.9K | 4.99% | 4 |
|
|
2023
Q3 | $5.9M | Buy |
37,984
+293
| +0.8% | +$45.5K | 5.19% | 3 |
|
|
2023
Q2 | $6.12M | Buy |
37,691
+974
| +3% | +$158K | 5.09% | 3 |
|
|
2023
Q1 | $5.65M | Sell |
36,717
-524
| -1% | -$80.7K | 5.26% | 4 |
|
|
2022
Q4 | $5.66M | Buy |
37,241
+208
| +0.6% | +$31.6K | 5.74% | 4 |
|
|
2022
Q3 | $5.01M | Buy |
37,033
+682
| +2% | +$92.2K | 5.07% | 6 |
|
|
2022
Q2 | $5.22M | Sell |
36,351
-1,608
| -4% | -$231K | 4.96% | 6 |
|
|
2022
Q1 | $6.16M | Buy |
37,959
+1,303
| +4% | +$211K | 4.3% | 7 |
|
|
2021
Q4 | $6.3M | Buy |
36,656
+2,277
| +7% | +$391K | 3.98% | 7 |
|
|
2021
Q3 | $5.28M | Buy |
34,379
+3,788
| +12% | +$582K | 3.14% | 11 |
|
|
2021
Q2 | $4.74M | Buy |
30,591
+1,268
| +4% | +$196K | 2.62% | 13 |
|
|
2021
Q1 | $4.31M | Sell |
29,323
-1,391
| -5% | -$205K | 2.64% | 13 |
|
|
2020
Q4 | $4.34M | Buy |
30,714
+1,378
| +5% | +$195K | 2.86% | 15 |
|
|
2020
Q3 | $3.77M | Sell |
29,336
-7,587
| -21% | -$976K | 4.15% | 7 |
|
|
2020
Q2 | $4.33M | Sell |
36,923
-605
| -2% | -$70.9K | 3.67% | 10 |
|
|
2020
Q1 | $3.88M | Sell |
37,528
-318
| -0.8% | -$32.9K | 4.71% | 7 |
|
|
2019
Q4 | $4.72M | Buy |
+37,846
| New | +$4.72M | 4.39% | 6 |
|