Capital Performance Advisors’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 | $4.36M | Hold |
21,292
| – | – | 0.85% | 23 |
|
|
2025
Q1 | $4.13M | Buy |
21,292
+1,060
| +5% | +$206K | 0.91% | 22 |
|
|
2024
Q4 | $3.96M | Hold |
20,232
| – | – | 1.27% | 14 |
|
|
2024
Q3 | $4.01M | Sell |
20,232
-568
| -3% | -$112K | 1.22% | 13 |
|
|
2024
Q2 | $3.8M | Sell |
20,800
-293
| -1% | -$53.5K | 1.44% | 13 |
|
|
2024
Q1 | $3.85M | Buy |
+21,093
| New | +$3.85M | 1.47% | 13 |
|