Agate Pass Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $981K | Sell |
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|
2025
Q2 | $964K | Buy |
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|
2025
Q1 | $861K | Hold |
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|
2024
Q4 | $869K | Sell |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $903K | Buy |
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|
2024
Q1 | $746K | Buy |
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|
2023
Q4 | $618K | Hold |
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|
2023
Q3 | $563K | Hold |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $565K | Buy |
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