Carmel Capital Partners’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	$235K	Buy	+1,149	New	+$235K	0.08%	135
2023 Q4	–	Sell	-359	Closed	-$55.8K	–	677
2023 Q3	$55.8K	Hold	359	–	–	0.03%	234
2023 Q2	$58.3K	Sell	359 -134	-27%	-$21.8K	0.03%	200
2023 Q1	$75.9K	Buy	+493	New	+$75.9K	0.04%	216