CVA Family Office’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 | $10.5M | Buy |
51,218
+2,955
| +6% | +$605K | 1.47% | 15 |
|
|
2025
Q1 | $9.36M | Buy |
48,263
+4,011
| +9% | +$778K | 1.44% | 13 |
|
|
2024
Q4 | $8.67M | Buy |
44,252
+2,349
| +6% | +$460K | 1.37% | 14 |
|
|
2024
Q3 | $8.3M | Buy |
41,903
+9
| +0% | +$1.78K | 1.35% | 17 |
|
|
2024
Q2 | $7.65M | Sell |
41,894
-283
| -0.7% | -$51.7K | 1.38% | 17 |
|
|
2024
Q1 | $7.7M | Buy |
42,177
+10
| +0% | +$1.83K | 1.38% | 18 |
|
|
2023
Q4 | $7.19M | Buy |
42,167
+10,166
| +32% | +$1.73M | 1.4% | 18 |
|
|
2023
Q3 | $4.97M | Sell |
32,001
-162
| -0.5% | -$25.2K | 1.13% | 22 |
|
|
2023
Q2 | $5.22M | Sell |
32,163
-224
| -0.7% | -$36.4K | 1.1% | 22 |
|
|
2023
Q1 | $4.99M | Sell |
32,387
-69
| -0.2% | -$10.6K | 1.11% | 22 |
|
|
2022
Q4 | $4.93M | Buy |
32,456
+509
| +2% | +$77.3K | 1.2% | 20 |
|
|
2022
Q3 | $4.32M | Buy |
31,947
+8
| +0% | +$1.08K | 1.17% | 24 |
|
|
2022
Q2 | $4.58M | Buy |
31,939
+7
| +0% | +$1K | 1.25% | 22 |
|
|
2022
Q1 | $5.18M | Buy |
31,932
+6
| +0% | +$973 | 1.24% | 21 |
|
|
2021
Q4 | $5.48M | Sell |
31,926
-789
| -2% | -$136K | 1.36% | 16 |
|
|
2021
Q3 | $4.21M | Sell |
32,715
-428
| -1% | -$55.1K | 3.04% | 8 |
|
|
2021
Q2 | $5.13M | Buy |
33,143
+3
| +0% | +$464 | 1.46% | 16 |
|
|
2021
Q1 | $4.87M | Buy |
33,140
+343
| +1% | +$50.4K | 1.85% | 10 |
|
|
2020
Q4 | $4.63M | Buy |
32,797
+82
| +0.3% | +$11.6K | 2.84% | 9 |
|
|
2020
Q3 | $4.21M | Sell |
32,715
-855
| -3% | -$110K | 3.04% | 8 |
|
|
2020
Q2 | $3.93M | Sell |
33,570
-796
| -2% | -$93.3K | 3.23% | 7 |
|
|
2020
Q1 | $3.55M | Sell |
34,366
-6,141
| -15% | -$635K | 3.61% | 5 |
|
|
2019
Q4 | $5.05M | Buy |
+40,507
| New | +$5.05M | 4.65% | 5 |
|