CSC
Caldwell Sutter Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
14,183
+1,068
| +8% | +$219K | 1.33% | 13 |
|
|
2025
Q1 | $2.54M | Buy |
13,115
+143
| +1% | +$27.7K | 1.21% | 14 |
|
|
2024
Q4 | $2.54M | Sell |
12,972
-140
| -1% | -$27.4K | 1.18% | 14 |
|
|
2024
Q3 | $2.6M | Sell |
13,112
-194
| -1% | -$38.4K | 1.21% | 13 |
|
|
2024
Q2 | $2.43M | Buy |
13,306
+248
| +2% | +$45.3K | 1.2% | 12 |
|
|
2024
Q1 | $2.38M | Buy |
13,058
+408
| +3% | +$74.5K | 1.15% | 14 |
|
|
2023
Q4 | $2.16M | Buy |
12,650
+739
| +6% | +$126K | 1.1% | 14 |
|
|
2023
Q3 | $1.85M | Buy |
11,911
+1,671
| +16% | +$260K | 1.02% | 17 |
|
|
2023
Q2 | $1.66M | Buy |
10,240
+5,912
| +137% | +$960K | 0.87% | 24 |
|
|
2023
Q1 | $667K | Buy |
4,328
+4,078
| +1,631% | +$628K | 0.49% | 52 |
|
|
2022
Q4 | $38K | Buy |
+250
| New | +$38K | 0.03% | 192 |
|