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