Carlton Hofferkamp & Jenks Wealth 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
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $2.14M | Buy |
|
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $1.94M | Buy |
|
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $1.79M | Sell |
|
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.59M | Hold |
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|
2021
Q4 | $1.55M | Hold |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.51M | Hold |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $947K | Buy |
|