Capital Advisors Inc’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 | $1.95M | Sell |
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|
2025
Q2 | $1.94M | Hold |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $820K | Hold |
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|
2022
Q3 | $736K | Sell |
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|
2022
Q2 | $788K | Buy |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | $869K | Sell |
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|
2021
Q3 | $855K | Buy |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $381K | Buy |
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