Ogorek Anthony Joseph’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 | $6.66M | Sell |
32,546
-255
| -0.8% | -$52.2K | 2.06% | 17 |
|
|
2025
Q1 | $6.36M | Sell |
32,801
-60
| -0.2% | -$11.6K | 2.09% | 16 |
|
|
2024
Q4 | $6.44M | Buy |
32,861
+146
| +0.4% | +$28.6K | 2.05% | 15 |
|
|
2024
Q3 | $6.48M | Sell |
32,715
-1,030
| -3% | -$204K | 2.22% | 13 |
|
|
2024
Q2 | $6.16M | Sell |
33,745
-707
| -2% | -$129K | 2.14% | 14 |
|
|
2024
Q1 | $6.29M | Sell |
34,452
-1,241
| -3% | -$227K | 2.19% | 14 |
|
|
2023
Q4 | $6.08M | Sell |
35,693
-8,789
| -20% | -$1.5M | 2.21% | 15 |
|
|
2023
Q3 | $6.91M | Sell |
44,482
-1,597
| -3% | -$248K | 2.73% | 12 |
|
|
2023
Q2 | $7.48M | Sell |
46,079
-2,928
| -6% | -$476K | 2.87% | 11 |
|
|
2023
Q1 | $7.55M | Sell |
49,007
-306
| -0.6% | -$47.1K | 3.08% | 11 |
|
|
2022
Q4 | $7.49M | Sell |
49,313
-221
| -0.4% | -$33.6K | 3.26% | 10 |
|
|
2022
Q3 | $6.7M | Sell |
49,534
-236
| -0.5% | -$31.9K | 3.18% | 10 |
|
|
2022
Q2 | $7.14M | Sell |
49,770
-3,883
| -7% | -$557K | 3.28% | 10 |
|
|
2022
Q1 | $8.7M | Sell |
53,653
-28,344
| -35% | -$4.6M | 3.56% | 11 |
|
|
2021
Q4 | $14.1M | Sell |
81,997
-6,438
| -7% | -$1.11M | 6.02% | 4 |
|
|
2021
Q3 | $13.6M | Sell |
88,435
-3,861
| -4% | -$593K | 6.2% | 4 |
|
|
2021
Q2 | $14.3M | Sell |
92,296
-2,227
| -2% | -$345K | 6.4% | 4 |
|
|
2021
Q1 | $13.9M | Sell |
94,523
-144,799
| -61% | -$21.3M | 6.85% | 4 |
|
|
2020
Q4 | $33.8M | Buy |
239,322
+10,957
| +5% | +$1.55M | 18.1% | 2 |
|
|
2020
Q3 | $29.4M | Sell |
228,365
-1,197
| -0.5% | -$154K | 17.32% | 2 |
|
|
2020
Q2 | $26.9M | Buy |
+229,562
| New | +$26.9M | 19.03% | 2 |
|
|
2017
Q2 | – | Sell |
-700
| Closed | -$62K | – | 70 |
|
|
2017
Q1 | $62K | Hold |
700
| – | – | 0.06% | 24 |
|
|
2016
Q4 | $58K | Hold |
700
| – | – | 0.05% | 29 |
|
|
2016
Q3 | $58K | Hold |
700
| – | – | 0.05% | 29 |
|
|
2016
Q2 | $58K | Buy |
+700
| New | +$58K | 0.05% | 29 |
|