CapWealth 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 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $611K | Sell |
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|
2021
Q2 | $708K | Sell |
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|
2021
Q1 | $837K | Sell |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $259K | Hold |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $261K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7K | Hold |
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|
2013
Q2 | $6K | Buy |
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