Winthrop Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Winthrop Advisory Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.91M	Sell	22,821 -831	-4%	-$185K	0.4%	39
2025 Q4	$5.2M	Buy	23,652 +194	+0.8%	+$42.4K	0.44%	38
2025 Q3	$5.08M	Sell	23,458 -314	-1%	-$65.9K	0.44%	35
2025 Q2	$4.89M	Buy	23,772 +6,644	+39%	+$1.29M	0.47%	31
2025 Q1	$3.32M	Sell	17,128 -3,524	-17%	-$701K	0.4%	32
2024 Q4	$4.04M	Buy	20,652 +2,970	+17%	+$593K	0.49%	30
2024 Q3	$3.52M	Buy	17,682 +1,242	+8%	+$236K	0.43%	32
2024 Q2	$3M	Buy	16,440 +297	+2%	+$53.5K	0.41%	32
2024 Q1	$2.95M	Sell	16,143 -259	-2%	-$45.5K	0.43%	29
2023 Q4	$2.79M	Sell	16,402 -456	-3%	-$73.4K	0.44%	30
2023 Q3	$2.63M	Buy	16,858 +828	+5%	+$134K	0.43%	29
2023 Q2	$2.62M	Buy	16,030 +233	+1%	+$36.5K	0.42%	29
2023 Q1	$2.43M	Sell	15,797 -334	-2%	-$51.2K	0.43%	28
2022 Q4	$2.45M	Sell	16,131 -103	-0.6%	-$15.4K	0.46%	28
2022 Q3	$2.19M	Buy	16,234 +115	+0.7%	+$17.1K	0.47%	27
2022 Q2	$2.31M	Buy	16,119 +348	+2%	+$53K	0.54%	25
2022 Q1	$2.56M	Buy	15,771 +589	+4%	+$95K	0.53%	23
2021 Q4	$2.61M	Sell	15,182 -310	-2%	-$51.1K	0.52%	24
2021 Q3	$2.38M	Buy	15,492 +1,524	+11%	+$243K	0.53%	24
2021 Q2	$2.16M	Buy	13,968 +410	+3%	+$62.9K	0.49%	24
2021 Q1	$1.99M	Buy	13,558 +728	+6%	+$104K	0.49%	24
2020 Q4	$1.81M	Buy	12,830 +944	+8%	+$128K	0.47%	24
2020 Q3	$1.54M	Buy	11,886 +156	+1%	+$19.6K	0.47%	24
2020 Q2	$1.38M	Buy	11,730 +194	+2%	+$22.1K	0.49%	25
2020 Q1	$1.19M	Sell	11,536 -25	-0.2%	-$2.98K	0.48%	26
2019 Q4	$1.44M	Buy	11,561 +870	+8%	+$105K	0.52%	26
2019 Q3	$1.28M	Hold	10,691	–	–	0.51%	27
2019 Q2	$1.23M	Hold	10,691	–	–	0.52%	28
2019 Q1	$1.18M	Sell	10,691 -765	-7%	-$80.6K	0.52%	28
2018 Q4	$1.12M	Sell	11,456 -402	-3%	-$41.9K	0.57%	26
2018 Q3	$1.31M	Buy	11,858 +22	+0.2%	+$2.37K	0.74%	18
2018 Q2	$1.2M	Hold	11,836	–	–	0.79%	17
2018 Q1	$1.18M	Hold	11,836	–	–	0.83%	16
2017 Q4	$1.23M	Buy	+11,836	New	+$1.17M	0.88%	16