One Charles Private Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Sell |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $583K | Hold |
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|
2023
Q1 | $553K | Buy |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $569K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $419K | Buy |
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