CX Institutional’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 | $224K | Hold |
1,094
| – | – | 0.01% | 594 |
|
|
2025
Q1 | $212K | Buy |
+1,094
| New | +$212K | 0.01% | 588 |
|
|
2023
Q3 | – | Sell |
-1,866
| Closed | -$303K | – | 551 |
|
|
2023
Q2 | $303K | Sell |
1,866
-382
| -17% | -$62K | 0.02% | 422 |
|
|
2023
Q1 | $348K | Buy |
2,248
+532
| +31% | +$82.4K | 0.02% | 393 |
|
|
2022
Q4 | $261K | Hold |
1,716
| – | – | 0.02% | 456 |
|
|
2022
Q3 | $232K | Buy |
1,716
+1,176
| +218% | +$159K | 0.02% | 425 |
|
|
2022
Q2 | $77K | Buy |
+540
| New | +$77K | 0.01% | 595 |
|
|
2021
Q4 | – | Sell |
-106
| Closed | -$16K | – | 874 |
|
|
2021
Q3 | $16K | Hold |
106
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $16K | Hold |
106
| – | – | ﹤0.01% | 773 |
|
|
2021
Q1 | $16K | Hold |
106
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $15K | Hold |
106
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $14K | Sell |
106
-35
| -25% | -$4.62K | ﹤0.01% | 622 |
|
|
2020
Q2 | $17K | Buy |
+141
| New | +$17K | ﹤0.01% | 479 |
|
|
2019
Q2 | – | Sell |
-617
| Closed | -$68K | – | 995 |
|
|
2019
Q1 | $68K | Buy |
+617
| New | +$68K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-68
| Closed | -$8K | – | 565 |
|
|
2018
Q3 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 270 |
|