PSI Advisors’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 | – | Sell |
-920
| Closed | -$178K | – | 674 |
|
|
2025
Q1 | $178K | Hold |
920
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $180K | Sell |
920
-57
| -6% | -$11.2K | 0.05% | 133 |
|
|
2024
Q3 | $194K | Hold |
977
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $178K | Buy |
977
+57
| +6% | +$10.4K | 0.06% | 132 |
|
|
2024
Q1 | $168K | Hold |
920
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $157K | Sell |
920
-200
| -18% | -$34.1K | 0.06% | 146 |
|
|
2023
Q3 | $174K | Hold |
1,120
| – | – | 0.08% | 134 |
|
|
2023
Q2 | $182K | Hold |
1,120
| – | – | 0.08% | 129 |
|
|
2023
Q1 | $172K | Hold |
1,120
| – | – | 0.08% | 126 |
|
|
2022
Q4 | $170K | Sell |
1,120
-600
| -35% | -$91.1K | 0.09% | 115 |
|
|
2022
Q3 | $232K | Sell |
1,720
-70
| -4% | -$9.44K | 0.12% | 103 |
|
|
2022
Q2 | $257K | Buy |
1,790
+1,000
| +127% | +$144K | 0.13% | 112 |
|
|
2022
Q1 | $128K | Buy |
790
+600
| +316% | +$97.2K | 0.05% | 175 |
|
|
2021
Q4 | $33K | Hold |
190
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $29K | Buy |
+190
| New | +$29K | 0.01% | 342 |
|
|
2020
Q1 | – | Sell |
-632
| Closed | -$78K | – | 586 |
|
|
2019
Q4 | $78K | Buy |
+632
| New | +$78K | 0.05% | 219 |
|