Omni 360 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 | $638K | Buy |
3,116
+294
| +10% | +$60.2K | 0.31% | 70 |
|
|
2025
Q1 | $547K | Sell |
2,822
-354
| -11% | -$68.7K | 0.32% | 66 |
|
|
2024
Q4 | $622K | Sell |
3,176
-241
| -7% | -$47.2K | 0.39% | 60 |
|
|
2024
Q3 | $677K | Sell |
3,417
-2
| -0.1% | -$396 | 0.44% | 60 |
|
|
2024
Q2 | $624K | Sell |
3,419
-120
| -3% | -$21.9K | 0.46% | 55 |
|
|
2024
Q1 | $646K | Buy |
3,539
+104
| +3% | +$19K | 0.53% | 49 |
|
|
2023
Q4 | $585K | Buy |
+3,435
| New | +$585K | 0.55% | 51 |
|