Oak Asset 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 | $534K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $484K | Hold |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $451K | Hold |
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|
2024
Q1 | $451K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $302K | Sell |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $274K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $252K | Buy |
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