Capstone Financial Advisors’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 | $8.74M | Sell |
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|
2025
Q2 | $8.38M | Sell |
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|
2025
Q1 | $8.22M | Sell |
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|
2024
Q4 | $8.43M | Sell |
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|
2024
Q3 | $8.58M | Buy |
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|
2024
Q2 | $7.78M | Sell |
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|
2024
Q1 | $8.48M | Sell |
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|
2023
Q4 | $8.18M | Sell |
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|
2023
Q3 | $8.15M | Sell |
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|
2023
Q2 | $8.71M | Sell |
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|
2023
Q1 | $8.45M | Sell |
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|
2022
Q4 | $8.76M | Sell |
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|
2022
Q3 | $8.05M | Sell |
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|
2022
Q2 | $8.96M | Sell |
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|
2022
Q1 | $10.8M | Sell |
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|
2021
Q4 | $12.9M | Sell |
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|
2021
Q3 | $12.1M | Sell |
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|
2021
Q2 | $15.7M | Sell |
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|
2021
Q1 | $16.6M | Sell |
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|
2020
Q4 | $20.8M | Sell |
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|
2020
Q3 | $24.4M | Sell |
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|
2020
Q2 | $24.2M | Sell |
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|
2020
Q1 | $23.8M | Sell |
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|
2019
Q4 | $44.9M | Sell |
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|
2019
Q3 | $45.4M | Sell |
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|
2019
Q2 | $45.2M | Sell |
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|
2019
Q1 | $44.9M | Sell |
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|
2018
Q4 | $43.5M | Sell |
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|
2018
Q3 | $56M | Sell |
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|
2018
Q2 | $55.8M | Sell |
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|
2018
Q1 | $56.7M | Sell |
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|
2017
Q4 | $59.7M | Sell |
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|
2017
Q3 | $57M | Sell |
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|
2017
Q2 | $56.5M | Sell |
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|
2017
Q1 | $55.1M | Buy |
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|
2016
Q4 | $52M | Buy |
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|
2016
Q3 | $50.7M | Sell |
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|
2016
Q2 | $50.6M | Sell |
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|
2016
Q1 | $51.1M | Buy |
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|
2015
Q4 | $48.5M | Sell |
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|
2015
Q3 | $46.9M | Sell |
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|
2015
Q2 | $58M | Buy |
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|
2015
Q1 | $59M | Buy |
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|
2014
Q4 | $57.8M | Buy |
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|
2014
Q3 | $53.6M | Sell |
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|
2014
Q2 | $55.1M | Sell |
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|
2014
Q1 | $56.2M | Buy |
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|
2013
Q4 | $54.3M | Buy |
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