Callan Capital’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
Q1 | $860K | Sell |
4,431
-134
| -3% | -$26K | 0.06% | 134 |
|
|
2024
Q4 | $894K | Sell |
4,565
-3,172
| -41% | -$621K | 0.07% | 115 |
|
|
2024
Q3 | $1.53M | Sell |
7,737
-142
| -2% | -$28.1K | 0.11% | 91 |
|
|
2024
Q2 | $1.44M | Buy |
7,879
+3,816
| +94% | +$697K | 0.12% | 92 |
|
|
2024
Q1 | $742K | Hold |
4,063
| – | – | 0.07% | 116 |
|
|
2023
Q4 | $692K | Hold |
4,063
| – | – | 0.07% | 110 |
|
|
2023
Q3 | $631K | Buy |
+4,063
| New | +$631K | 0.07% | 104 |
|