DOA
D'Orazio & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
17,851
-2,220
| -11% | -$454K | 0.51% | 22 |
|
|
2025
Q1 | $3.89M | Sell |
20,071
-3,525
| -15% | -$684K | 0.59% | 20 |
|
|
2024
Q4 | $4.62M | Sell |
23,596
-1,247
| -5% | -$244K | 0.68% | 19 |
|
|
2024
Q3 | $4.92M | Sell |
24,843
-365
| -1% | -$72.3K | 0.7% | 20 |
|
|
2024
Q2 | $4.6M | Sell |
25,208
-5,440
| -18% | -$993K | 0.71% | 21 |
|
|
2024
Q1 | $5.6M | Sell |
30,648
-5,920
| -16% | -$1.08M | 0.9% | 20 |
|
|
2023
Q4 | $6.23M | Buy |
36,568
+10,878
| +42% | +$1.85M | 1.12% | 18 |
|
|
2023
Q3 | $3.99M | Sell |
25,690
-578
| -2% | -$89.8K | 0.9% | 20 |
|
|
2023
Q2 | $4.27M | Sell |
26,268
-701
| -3% | -$114K | 1% | 17 |
|
|
2023
Q1 | $4.15M | Buy |
26,969
+355
| +1% | +$54.7K | 1.08% | 16 |
|
|
2022
Q4 | $4.04M | Buy |
+26,614
| New | +$4.04M | 0.96% | 17 |
|