Consolidated Capital Management’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 | $22.5M | Buy |
110,034
+6,386
| +6% | +$1.31M | 8.14% | 2 |
|
2025
Q1 | $20.1M | Buy |
103,648
+1,922
| +2% | +$373K | 8.35% | 2 |
|
2024
Q4 | $19.9M | Buy |
101,726
+887
| +0.9% | +$174K | 8.69% | 2 |
|
2024
Q3 | $20M | Buy |
100,839
+14,559
| +17% | +$2.88M | 8.72% | 2 |
|
2024
Q2 | $15.8M | Buy |
86,280
+3,794
| +5% | +$693K | 7.53% | 4 |
|
2024
Q1 | $15.1M | Sell |
82,486
-1,080
| -1% | -$197K | 7.22% | 4 |
|
2023
Q4 | $14.2M | Buy |
+83,566
| New | +$14.2M | 7.59% | 2 |
|