Optivise Advisory Services’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	$289K	Hold	1,410	–	–	0.15%	142
2025 Q1	$274K	Sell	1,410 -255	-15%	-$49.5K	0.15%	137
2024 Q4	$326K	Buy	1,665 +103	+7%	+$20.2K	0.18%	116
2024 Q3	$309K	Buy	1,562 +69	+5%	+$13.7K	0.16%	117
2024 Q2	$273K	Buy	+1,493	New	+$273K	0.15%	139