Obermeyer Wealth Partners’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 | $353K | Buy |
1,725
+685
| +66% | +$140K | 0.02% | 197 |
|
|
2025
Q1 | $202K | Sell |
1,040
-21
| -2% | -$4.07K | 0.01% | 255 |
|
|
2024
Q4 | $208K | Sell |
1,061
-109
| -9% | -$21.3K | 0.01% | 249 |
|
|
2024
Q3 | $232K | Hold |
1,170
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $214K | Hold |
1,170
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $214K | Buy |
+1,170
| New | +$214K | 0.01% | 234 |
|