Charter Oak Capital 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
Q3 | $3.83M | Sell |
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|
2025
Q2 | $3.65M | Sell |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $3.61M | Sell |
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|
2024
Q3 | $3.71M | Buy |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $3.58M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.18M | Sell |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $2.39M | Sell |
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|
2020
Q4 | $2.32M | Buy |
|