Summit Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$642K	Buy	+2,983	New	+$665K	0.1%	135
2025 Q4	–	Sell	-6,252	Closed	-$1.35M	–	223
2025 Q3	$1.35M	Hold	6,252	–	–	0.24%	70
2025 Q2	$1.28M	Hold	6,252	–	–	0.24%	70
2025 Q1	$1.21M	Sell	6,252 -40	-0.6%	-$7.95K	0.25%	69
2024 Q4	$1.23M	Buy	6,292 +2	+0%	+$399	0.25%	69
2024 Q3	$1.25M	Sell	6,290 -664	-10%	-$126K	0.24%	77
2024 Q2	$1.27M	Sell	6,954 -8	-0.1%	-$1.44K	0.26%	71
2024 Q1	$1.27M	Hold	6,962	–	–	0.27%	67
2023 Q4	$1.19M	Sell	6,962 -1,032	-13%	-$166K	0.28%	62
2023 Q3	$1.24M	Buy	7,994 +2	+0%	+$324	0.32%	56
2023 Q2	$1.3M	Hold	7,992	–	–	0.33%	52
2023 Q1	$1.23M	Buy	7,992 +5	+0.1%	+$766	0.32%	54
2022 Q4	$1.21M	Buy	7,987 +6	+0.1%	+$894	0.32%	55
2022 Q3	$1.08M	Buy	7,981 +5	+0.1%	+$744	0.3%	54
2022 Q2	$1.14M	Buy	7,976 +417	+6%	+$63.5K	0.31%	50
2022 Q1	$1.23M	Buy	7,559 +4	+0.1%	+$645	0.28%	49
2021 Q4	$1.3M	Buy	7,555 +34	+0.5%	+$5.6K	0.28%	50
2021 Q3	$1.16M	Sell	7,521 -150	-2%	-$23.9K	0.27%	49
2021 Q2	$1.19M	Buy	7,671 +1,372	+22%	+$211K	0.28%	51
2021 Q1	$926K	Buy	6,299 +45	+0.7%	+$6.4K	0.24%	55
2020 Q4	$883K	Buy	6,254 +10	+0.2%	+$1.35K	0.24%	61
2020 Q3	$803K	Buy	6,244 +23	+0.4%	+$2.89K	0.24%	65
2020 Q2	$729K	Hold	6,221	–	–	0.24%	68
2020 Q1	$643K	Buy	6,221 +5	+0.1%	+$597	0.26%	54
2019 Q4	$775K	Buy	+6,216	New	+$752K	0.27%	55