Octavia Wealth Advisors’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 | $461K | Buy |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $236K | Buy |
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