OA
Operose Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
2,258
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $438K | Buy |
2,258
+196
| +10% | +$38K | 0.15% | 80 |
|
|
2024
Q4 | $404K | Buy |
2,062
+4
| +0.2% | +$783 | 0.14% | 86 |
|
|
2024
Q3 | $408K | Buy |
2,058
+141
| +7% | +$27.9K | 0.13% | 95 |
|
|
2024
Q2 | $350K | Buy |
1,917
+57
| +3% | +$10.4K | 0.12% | 99 |
|
|
2024
Q1 | $340K | Buy |
1,860
+2
| +0.1% | +$365 | 0.11% | 115 |
|
|
2023
Q4 | $317K | Buy |
1,858
+4
| +0.2% | +$682 | 0.13% | 82 |
|
|
2023
Q3 | $288K | Buy |
1,854
+409
| +28% | +$63.6K | 0.11% | 92 |
|
|
2023
Q2 | $235K | Hold |
1,445
| – | – | 0.11% | 73 |
|
|
2023
Q1 | $223K | Sell |
1,445
-1,005
| -41% | -$155K | 0.11% | 64 |
|
|
2022
Q4 | $372K | Buy |
2,450
+1,005
| +70% | +$153K | 0.2% | 38 |
|
|
2022
Q3 | $195K | Hold |
1,445
| – | – | 0.13% | 62 |
|
|
2022
Q2 | $207K | Hold |
1,445
| – | – | 0.15% | 55 |
|
|
2022
Q1 | $234K | Hold |
1,445
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $248K | Buy |
+1,445
| New | +$248K | 0.2% | 50 |
|