Octavia Wealth Advisors’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 | $421K | Sell |
2,048
-30
| -1% | -$6.17K | 0.05% | 131 |
|
|
2025
Q1 | $403K | Sell |
2,078
-324
| -13% | -$62.9K | 0.05% | 138 |
|
|
2024
Q4 | $470K | Sell |
2,402
-136
| -5% | -$26.6K | 0.06% | 123 |
|
|
2024
Q3 | $505K | Sell |
2,538
-22
| -0.9% | -$4.38K | 0.06% | 116 |
|
|
2024
Q2 | $470K | Sell |
2,560
-89
| -3% | -$16.3K | 0.06% | 121 |
|
|
2024
Q1 | $484K | Sell |
2,649
-6,877
| -72% | -$1.26M | 0.07% | 117 |
|
|
2023
Q4 | $1.62M | Buy |
9,526
+7,756
| +438% | +$1.32M | 0.29% | 47 |
|
|
2023
Q3 | $276K | Buy |
1,770
+42
| +2% | +$6.56K | 0.06% | 158 |
|
|
2023
Q2 | $282K | Hold |
1,728
| – | – | 0.06% | 147 |
|
|
2023
Q1 | $266K | Buy |
1,728
+5
| +0.3% | +$770 | 0.06% | 146 |
|
|
2022
Q4 | $262K | Sell |
1,723
-22
| -1% | -$3.34K | 0.06% | 152 |
|
|
2022
Q3 | $236K | Buy |
+1,745
| New | +$236K | 0.06% | 147 |
|