Koa Wealth 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 | $751K | Sell |
3,671
-12
| -0.3% | -$2.46K | 0.6% | 40 |
|
|
2025
Q1 | $714K | Sell |
3,683
-121
| -3% | -$23.5K | 0.58% | 37 |
|
|
2024
Q4 | $745K | Sell |
3,804
-68
| -2% | -$13.3K | 0.61% | 37 |
|
|
2024
Q3 | $767K | Sell |
3,872
-143
| -4% | -$28.3K | 0.59% | 37 |
|
|
2024
Q2 | $733K | Buy |
4,015
+195
| +5% | +$35.6K | 0.62% | 35 |
|
|
2024
Q1 | $698K | Buy |
3,820
+88
| +2% | +$16.1K | 0.63% | 36 |
|
|
2023
Q4 | $636K | Buy |
+3,732
| New | +$636K | 0.63% | 35 |
|