Caerus Investment Advisors’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 | $285K | Hold |
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|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
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