Orgel Wealth Management’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 | $968K | Buy |
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|
2025
Q2 | $808K | Buy |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $486K | Buy |
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|
2019
Q4 | $367K | Buy |
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|
2019
Q3 | $323K | Hold |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $285K | Hold |
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|
2018
Q4 | $255K | Hold |
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|
2018
Q3 | $288K | Sell |
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|
2018
Q2 | $402K | Buy |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $391K | Hold |
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|
2017
Q3 | $363K | Sell |
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|
2017
Q2 | $493K | Buy |
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|
2017
Q1 | $355K | Hold |
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|
2016
Q4 | $336K | Hold |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $328K | Buy |
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|
2016
Q1 | $271K | Sell |
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|
2015
Q4 | $217K | Buy |
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