OHWA
Oak Hill Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
165,785
+7,952
| +5% | +$1.64M | 7.08% | 3 |
|
|
2025
Q1 | $30.6M | Buy |
157,833
+6,901
| +5% | +$1.34M | 7.1% | 3 |
|
|
2024
Q4 | $29.6M | Buy |
+150,932
| New | +$29.6M | 7.04% | 2 |
|
|
2024
Q3 | – | Sell |
-195,951
| Closed | -$35.8M | – | 101 |
|
|
2024
Q2 | $35.8M | Buy |
+195,951
| New | +$35.8M | 10.84% | 3 |
|
|
2024
Q1 | – | Sell |
-195,057
| Closed | -$33.2M | – | 93 |
|
|
2023
Q4 | $33.2M | Buy |
195,057
+128
| +0.1% | +$21.8K | 11.44% | 3 |
|
|
2023
Q3 | $30.3M | Buy |
194,929
+2,892
| +2% | +$449K | 11.68% | 3 |
|
|
2023
Q2 | $31.2M | Buy |
192,037
+3,644
| +2% | +$592K | 11.51% | 3 |
|
|
2023
Q1 | $29M | Buy |
188,393
+1,379
| +0.7% | +$212K | 11.44% | 3 |
|
|
2022
Q4 | $28.4M | Buy |
+187,014
| New | +$28.4M | 11.73% | 3 |
|