Olistico Wealth’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 | $234K | Hold |
1,141
| – | – | 0.13% | 84 |
|
|
2025
Q1 | $221K | Sell |
1,141
-166
| -13% | -$32.2K | 0.14% | 92 |
|
|
2024
Q4 | $256K | Buy |
1,307
+2
| +0.2% | +$392 | 0.15% | 90 |
|
|
2024
Q3 | $259K | Sell |
1,305
-460
| -26% | -$91.2K | 0.16% | 91 |
|
|
2024
Q2 | $322K | Sell |
1,765
-600
| -25% | -$110K | 0.21% | 81 |
|
|
2024
Q1 | $432K | Buy |
2,365
+1
| +0% | +$183 | 0.31% | 69 |
|
|
2023
Q4 | $403K | Sell |
2,364
-3,816
| -62% | -$650K | 0.31% | 73 |
|
|
2023
Q3 | $960K | Buy |
6,180
+19
| +0.3% | +$2.95K | 0.86% | 33 |
|
|
2023
Q2 | $1M | Hold |
6,161
| – | – | 0.86% | 32 |
|
|
2023
Q1 | $949K | Buy |
6,161
+22
| +0.4% | +$3.39K | 0.91% | 28 |
|
|
2022
Q4 | $932K | Buy |
+6,139
| New | +$932K | 1.01% | 25 |
|