Columbia Advisory 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 | $576K | Sell |
2,813
-291
| -9% | -$59.6K | 0.44% | 35 |
|
|
2025
Q1 | $602K | Buy |
+3,104
| New | +$602K | 0.52% | 33 |
|
|
2024
Q3 | – | Sell |
-2,189
| Closed | -$400K | – | 62 |
|
|
2024
Q2 | $400K | Sell |
2,189
-242
| -10% | -$44.2K | 0.39% | 32 |
|
|
2024
Q1 | $444K | Buy |
2,431
+1,045
| +75% | +$191K | 0.45% | 30 |
|
|
2023
Q4 | $236K | Buy |
+1,386
| New | +$236K | 0.24% | 55 |
|
|
2023
Q3 | – | Sell |
-1,241
| Closed | -$202K | – | 70 |
|
|
2023
Q2 | $202K | Buy |
+1,241
| New | +$202K | 0.22% | 55 |
|
|
2023
Q1 | – | Sell |
-1,465
| Closed | -$222K | – | 75 |
|
|
2022
Q4 | $222K | Sell |
1,465
-989
| -40% | -$150K | 0.21% | 58 |
|
|
2022
Q3 | $332K | Buy |
+2,454
| New | +$332K | 0.4% | 29 |
|
|
2022
Q1 | – | Sell |
-1,552
| Closed | -$267K | – | 69 |
|
|
2021
Q4 | $267K | Buy |
+1,552
| New | +$267K | 0.27% | 33 |
|