Omega Financial Group’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 | $307K | Hold |
1,501
| – | – | 0.11% | 77 |
|
|
2025
Q1 | $291K | Hold |
1,501
| – | – | 0.11% | 73 |
|
|
2024
Q4 | $294K | Buy |
1,501
+1
| +0.1% | +$196 | 0.11% | 73 |
|
|
2024
Q3 | $297K | Hold |
1,500
| – | – | 0.11% | 72 |
|
|
2024
Q2 | $274K | Hold |
1,500
| – | – | 0.11% | 75 |
|
|
2024
Q1 | $274K | Sell |
1,500
-35
| -2% | -$6.39K | 0.11% | 74 |
|
|
2023
Q4 | $262K | Hold |
1,535
| – | – | 0.11% | 74 |
|
|
2023
Q3 | $239K | Hold |
1,535
| – | – | 0.12% | 75 |
|
|
2023
Q2 | $249K | Hold |
1,535
| – | – | 0.11% | 78 |
|
|
2023
Q1 | $236K | Buy |
+1,535
| New | +$236K | 0.11% | 78 |
|