Live Oak Private Wealth’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 | $251K | Sell |
1,228
-34
| -3% | -$6.96K | 0.04% | 165 |
|
|
2025
Q1 | $245K | Buy |
1,262
+97
| +8% | +$18.8K | 0.04% | 162 |
|
|
2024
Q4 | $228K | Buy |
1,165
+50
| +4% | +$9.8K | 0.04% | 165 |
|
|
2024
Q3 | $221K | Hold |
1,115
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $204K | Hold |
1,115
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $204K | Buy |
+1,115
| New | +$204K | 0.04% | 159 |
|