Excalibur Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$862K Buy
2025
Q2
$731K Buy
2025
Q1
$554K Buy
2024
Q4
$428K Buy
2024
Q3
$385K Buy
2024
Q2
$294K Buy
2016
Q1
Sell
2015
Q4
$310K Buy