Private Wealth 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 | $350K | Hold |
1,709
| – | – | 0.19% | 53 |
|
|
2025
Q1 | $332K | Hold |
1,709
| – | – | 0.19% | 47 |
|
|
2024
Q4 | $335K | Hold |
1,709
| – | – | 0.16% | 56 |
|
|
2024
Q3 | $338K | Hold |
1,709
| – | – | 0.17% | 52 |
|
|
2024
Q2 | $312K | Hold |
1,709
| – | – | 0.16% | 54 |
|
|
2024
Q1 | $312K | Hold |
1,709
| – | – | 0.16% | 56 |
|
|
2023
Q4 | $291K | Hold |
1,709
| – | – | 0.17% | 51 |
|
|
2023
Q3 | $266K | Hold |
1,709
| – | – | 0.17% | 49 |
|
|
2023
Q2 | $278K | Hold |
1,709
| – | – | 0.29% | 46 |
|
|
2023
Q1 | $263K | Hold |
1,709
| – | – | 0.36% | 43 |
|
|
2022
Q4 | $260K | Buy |
+1,709
| New | +$260K | 0.37% | 44 |
|
|
2020
Q1 | – | Sell |
-2,103
| Closed | -$262K | – | 41 |
|
|
2019
Q4 | $262K | Hold |
2,103
| – | – | 0.27% | 27 |
|
|
2019
Q3 | $251K | Buy |
+2,103
| New | +$251K | 0.22% | 29 |
|