Charles Schwab Trust’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 | $550K | Buy |
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|
2025
Q2 | $244K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $258K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $333K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $387K | Hold |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $611K | Sell |
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|
2019
Q3 | $603K | Buy |
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