Excalibur Management’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 | $731K | Buy |
3,574
+718
| +25% | +$147K | 0.27% | 89 |
|
|
2025
Q1 | $554K | Buy |
2,856
+671
| +31% | +$130K | 0.22% | 95 |
|
|
2024
Q4 | $428K | Buy |
2,185
+244
| +13% | +$47.8K | 0.17% | 106 |
|
|
2024
Q3 | $385K | Buy |
1,941
+329
| +20% | +$65.2K | 0.15% | 122 |
|
|
2024
Q2 | $294K | Buy |
+1,612
| New | +$294K | 0.12% | 132 |
|
|
2016
Q1 | – | Sell |
-3,983
| Closed | -$310K | – | 74 |
|
|
2015
Q4 | $310K | Buy |
+3,983
| New | +$310K | 0.29% | 52 |
|