Capital Management’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 | $237K | Hold |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $854K | Hold |
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|
2024
Q4 | $862K | Hold |
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|
2024
Q3 | $871K | Hold |
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|
2024
Q2 | $803K | Hold |
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|
2024
Q1 | $803K | Hold |
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|
2023
Q4 | $750K | Hold |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $715K | Hold |
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|
2023
Q1 | $678K | Hold |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $595K | Hold |
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|
2022
Q2 | $631K | Hold |
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|
2022
Q1 | $714K | Hold |
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|
2021
Q4 | $756K | Hold |
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|
2021
Q3 | $676K | Hold |
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|
2021
Q2 | $681K | Hold |
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|
2021
Q1 | $647K | Hold |
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|
2020
Q4 | $621K | Hold |
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|
2020
Q3 | $566K | Hold |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $544K | Hold |
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|
2019
Q4 | $656K | Hold |
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|
2019
Q3 | $629K | Hold |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $577K | Sell |
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|
2018
Q4 | $541K | Sell |
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|
2018
Q3 | $623K | Hold |
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|
2018
Q2 | $572K | Sell |
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|
2018
Q1 | $583K | Buy |
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|
2017
Q4 | $429K | Sell |
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|
2017
Q3 | $411K | Buy |
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|
2017
Q2 | $397K | Sell |
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|
2017
Q1 | $630K | Sell |
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|
2016
Q4 | $611K | Buy |
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|
2016
Q3 | $551K | Buy |
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|
2016
Q2 | $546K | Buy |
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|
2016
Q1 | $520K | Sell |
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|
2015
Q4 | $745K | Buy |
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|
2015
Q3 | $704K | Buy |
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|
2015
Q2 | $750K | Hold |
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|
2015
Q1 | $768K | Buy |
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|
2014
Q4 | $530K | Buy |
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|
2014
Q3 | $503K | Sell |
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|
2014
Q2 | $570K | Sell |
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|
2014
Q1 | $560K | Buy |
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|
2013
Q4 | $499K | Buy |
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|
2013
Q3 | $349K | Buy |
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|
2013
Q2 | $287K | Buy |
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