Callan Family Office’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 | $1.44M | Buy |
7,016
+300
| +4% | +$61.4K | 0.05% | 324 |
|
|
2025
Q1 | $1.3M | Hold |
6,716
| – | – | 0.1% | 178 |
|
|
2024
Q4 | $1.32M | Sell |
6,716
-300
| -4% | -$58.7K | 0.08% | 204 |
|
|
2024
Q3 | $1.39M | Buy |
7,016
+300
| +4% | +$59.4K | 0.23% | 50 |
|
|
2024
Q2 | $1.23M | Hold |
6,716
| – | – | 0.24% | 52 |
|
|
2024
Q1 | $1.23M | Hold |
6,716
| – | – | 0.29% | 41 |
|
|
2023
Q4 | $1.14M | Hold |
6,716
| – | – | 0.28% | 42 |
|
|
2023
Q3 | $1.04M | Buy |
+6,716
| New | +$1.04M | 0.28% | 43 |
|