Oakworth Capital’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 | $341K | Buy |
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|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $129K | Buy |
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|
2020
Q1 | $107K | Hold |
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|
2019
Q4 | $130K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $119K | Hold |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $115K | Hold |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $104K | Buy |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $66K | Buy |
|