Tower View Wealth Management’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 | $4M | Buy |
19,545
+14
| +0.1% | +$2.87K | 2.07% | 21 |
|
|
2025
Q1 | $3.79M | Buy |
19,531
+48
| +0.2% | +$9.31K | 2.21% | 19 |
|
|
2024
Q4 | $3.82M | Buy |
19,483
+73
| +0.4% | +$14.3K | 2.02% | 22 |
|
|
2024
Q3 | $3.84M | Buy |
19,410
+70
| +0.4% | +$13.9K | 2.1% | 21 |
|
|
2024
Q2 | $3.53M | Buy |
19,340
+43
| +0.2% | +$7.85K | 2.03% | 22 |
|
|
2024
Q1 | $3.52M | Sell |
19,297
-203
| -1% | -$37.1K | 2.06% | 22 |
|
|
2023
Q4 | $3.32M | Buy |
19,500
+444
| +2% | +$75.7K | 2.06% | 25 |
|
|
2023
Q3 | $2.96M | Sell |
19,056
-226
| -1% | -$35.1K | 2.08% | 25 |
|
|
2023
Q2 | $3.13M | Sell |
19,282
-2,426
| -11% | -$394K | 2.12% | 24 |
|
|
2023
Q1 | $3.34M | Sell |
21,708
-28
| -0.1% | -$4.31K | 2.25% | 21 |
|
|
2022
Q4 | $3.3M | Buy |
21,736
+48
| +0.2% | +$7.29K | 2.29% | 20 |
|
|
2022
Q3 | $2.93M | Buy |
21,688
+187
| +0.9% | +$25.3K | 2.23% | 19 |
|
|
2022
Q2 | $3.09M | Sell |
21,501
-298
| -1% | -$42.8K | 2.27% | 17 |
|
|
2022
Q1 | $3.54M | Buy |
21,799
+1,407
| +7% | +$228K | 1.9% | 24 |
|
|
2021
Q4 | $3.5M | Buy |
20,392
+36
| +0.2% | +$6.18K | 1.78% | 25 |
|
|
2021
Q3 | $3.13M | Buy |
20,356
+69
| +0.3% | +$10.6K | 1.73% | 27 |
|
|
2021
Q2 | $3.14M | Buy |
20,287
+155
| +0.8% | +$24K | 1.59% | 29 |
|
|
2021
Q1 | $2.96M | Sell |
20,132
-569
| -3% | -$83.7K | 1.62% | 27 |
|
|
2020
Q4 | $2.92M | Sell |
20,701
-659
| -3% | -$93K | 1.66% | 29 |
|
|
2020
Q3 | $2.75M | Buy |
21,360
+953
| +5% | +$123K | 1.79% | 27 |
|
|
2020
Q2 | $2.39M | Buy |
20,407
+8,076
| +65% | +$946K | 1.75% | 27 |
|
|
2020
Q1 | $1.28M | Sell |
12,331
-489
| -4% | -$50.6K | 1.15% | 39 |
|
|
2019
Q4 | $1.6M | Sell |
12,820
-203
| -2% | -$25.3K | 1.21% | 38 |
|
|
2019
Q3 | $1.56M | Sell |
13,023
-399
| -3% | -$47.7K | 1.29% | 35 |
|
|
2019
Q2 | $1.55M | Sell |
13,422
-264
| -2% | -$30.4K | 1.32% | 35 |
|
|
2019
Q1 | $1.5M | Sell |
13,686
-57
| -0.4% | -$6.25K | 1.33% | 36 |
|
|
2018
Q4 | $1.35M | Buy |
13,743
+90
| +0.7% | +$8.82K | 1.39% | 35 |
|
|
2018
Q3 | $1.51M | Sell |
13,653
-826
| -6% | -$91.4K | 1.32% | 35 |
|
|
2018
Q2 | $1.47M | Buy |
14,479
+40
| +0.3% | +$4.06K | 1.39% | 36 |
|
|
2018
Q1 | $1.46M | Sell |
14,439
-4,648
| -24% | -$470K | 1.46% | 34 |
|
|
2017
Q4 | $1.95M | Buy |
+19,087
| New | +$1.95M | 1.79% | 19 |
|