DA
Doliver Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
2,050
| – | – | 0.11% | 120 |
|
|
2025
Q1 | $398K | Hold |
2,050
| – | – | 0.11% | 117 |
|
|
2024
Q4 | $401K | Hold |
2,050
| – | – | 0.11% | 113 |
|
|
2024
Q3 | $406K | Hold |
2,050
| – | – | 0.11% | 109 |
|
|
2024
Q2 | $374K | Sell |
2,050
-100
| -5% | -$18.3K | 0.1% | 109 |
|
|
2024
Q1 | $393K | Sell |
2,150
-100
| -4% | -$18.3K | 0.11% | 110 |
|
|
2023
Q4 | $383K | Hold |
2,250
| – | – | 0.12% | 111 |
|
|
2023
Q3 | $350K | Sell |
2,250
-75
| -3% | -$11.7K | 0.11% | 110 |
|
|
2023
Q2 | $378K | Hold |
2,325
| – | – | 0.12% | 119 |
|
|
2023
Q1 | $358K | Buy |
2,325
+125
| +6% | +$19.3K | 0.11% | 112 |
|
|
2022
Q4 | $334K | Sell |
2,200
-100
| -4% | -$15.2K | 0.11% | 108 |
|
|
2022
Q3 | $311K | Sell |
2,300
-300
| -12% | -$40.6K | 0.11% | 108 |
|
|
2022
Q2 | $373K | Buy |
2,600
+1,000
| +63% | +$143K | 0.13% | 104 |
|
|
2022
Q1 | $259K | Hold |
1,600
| – | – | 0.08% | 144 |
|
|
2021
Q4 | $260K | Sell |
1,600
-1,511
| -49% | -$246K | 0.08% | 129 |
|
|
2021
Q3 | $478K | Buy |
+3,111
| New | +$478K | 0.16% | 104 |
|