Private 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 | $65.5K | Hold |
320
| – | – | 0.02% | 144 |
|
|
2025
Q1 | $62.1K | Hold |
320
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $62.7K | Buy |
320
+166
| +108% | +$32.5K | 0.02% | 150 |
|
|
2024
Q3 | $30.5K | Sell |
154
-60
| -28% | -$11.9K | 0.01% | 220 |
|
|
2024
Q2 | $39.1K | Hold |
214
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $39.1K | Sell |
214
-245
| -53% | -$44.7K | 0.02% | 186 |
|
|
2023
Q4 | $78.2K | Buy |
+459
| New | +$78.2K | 0.04% | 117 |
|