Brandywine Oak Private Wealth’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 | $579K | Hold |
2,830
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $549K | Buy |
2,830
+1
| +0% | +$194 | 0.05% | 138 |
|
|
2024
Q4 | $554K | Buy |
2,829
+1
| +0% | +$196 | 0.05% | 141 |
|
|
2024
Q3 | $560K | Sell |
2,828
-154
| -5% | -$30.5K | 0.05% | 140 |
|
|
2024
Q2 | $544K | Hold |
2,982
| – | – | 0.06% | 137 |
|
|
2024
Q1 | $545K | Hold |
2,982
| – | – | 0.06% | 146 |
|
|
2023
Q4 | $508K | Sell |
2,982
-599
| -17% | -$102K | 0.06% | 145 |
|
|
2023
Q3 | $556K | Buy |
3,581
+1
| +0% | +$155 | 0.07% | 136 |
|
|
2023
Q2 | $582K | Hold |
3,580
| – | – | 0.07% | 140 |
|
|
2023
Q1 | $551K | Sell |
3,580
-1,008
| -22% | -$155K | 0.06% | 148 |
|
|
2022
Q4 | $697K | Sell |
4,588
-2,911
| -39% | -$442K | 0.09% | 126 |
|
|
2022
Q3 | $1.01M | Sell |
7,499
-1,124
| -13% | -$152K | 0.14% | 93 |
|
|
2022
Q2 | $1.24M | Sell |
8,623
-1,393
| -14% | -$200K | 0.16% | 89 |
|
|
2022
Q1 | $1.62M | Buy |
10,016
+612
| +7% | +$99.2K | 0.19% | 87 |
|
|
2021
Q4 | $1.46M | Buy |
9,404
+187
| +2% | +$29K | 0.16% | 98 |
|
|
2021
Q3 | $1.42M | Buy |
9,217
+166
| +2% | +$25.5K | 0.16% | 98 |
|
|
2021
Q2 | $1.4M | Buy |
9,051
+4,512
| +99% | +$698K | 0.16% | 100 |
|
|
2021
Q1 | $667K | Buy |
4,539
+2,378
| +110% | +$349K | 0.1% | 127 |
|
|
2020
Q4 | $305K | Buy |
2,161
+517
| +31% | +$73K | 0.05% | 192 |
|
|
2020
Q3 | $211K | Buy |
+1,644
| New | +$211K | 0.04% | 249 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$207K | – | 259 |
|
|
2019
Q4 | $207K | Buy |
+1,660
| New | +$207K | 0.04% | 232 |
|
|
2019
Q1 | – | Sell |
-632
| Closed | -$61K | – | 610 |
|
|
2018
Q4 | $61K | Buy |
+632
| New | +$61K | 0.01% | 340 |
|