Aveo Capital Partners’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 |
-1,340
| Closed | -$257K | – | 154 |
|
|
2025
Q1 | $257K | Sell |
1,340
-1,007
| -43% | -$193K | 0.04% | 155 |
|
|
2024
Q4 | $460K | Buy |
2,347
+1,174
| +100% | +$230K | 0.05% | 219 |
|
|
2024
Q3 | $232K | Hold |
1,173
| – | – | 0.02% | 313 |
|
|
2024
Q2 | $214K | Sell |
1,173
-1,832
| -61% | -$334K | 0.02% | 302 |
|
|
2024
Q1 | $532K | Buy |
3,005
+1,731
| +136% | +$306K | 0.06% | 211 |
|
|
2023
Q4 | $217K | Buy |
+1,274
| New | +$217K | 0.03% | 316 |
|
|
2023
Q2 | – | Sell |
-1,469
| Closed | -$226K | – | 362 |
|
|
2023
Q1 | $226K | Buy |
+1,469
| New | +$226K | 0.03% | 303 |
|
|
2019
Q4 | – | Sell |
-2,065
| Closed | -$248K | – | 201 |
|
|
2019
Q3 | $248K | Buy |
+2,065
| New | +$248K | 0.1% | 158 |
|
|
2017
Q1 | – | Sell |
-3,251
| Closed | -$277K | – | 230 |
|
|
2016
Q4 | $277K | Buy |
+3,251
| New | +$277K | 0.08% | 164 |
|