Osborne Partners Capital 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
Q2 | $8.14M | Sell |
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|
2025
Q1 | $8.07M | Sell |
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|
2024
Q4 | $8.65M | Sell |
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|
2024
Q3 | $9.19M | Buy |
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|
2024
Q2 | $8.44M | Sell |
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|
2024
Q1 | $8.82M | Sell |
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|
2023
Q4 | $8.43M | Sell |
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|
2023
Q3 | $7.79M | Sell |
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|
2023
Q2 | $9.21M | Sell |
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|
2023
Q1 | $9.11M | Sell |
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|
2022
Q4 | $9.64M | Sell |
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|
2022
Q3 | $8.59M | Sell |
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|
2022
Q2 | $9.31M | Sell |
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|
2022
Q1 | $11.9M | Sell |
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $12.4M | Sell |
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|
2021
Q1 | $12.7M | Sell |
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|
2020
Q4 | $13.3M | Buy |
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|
2020
Q3 | $11.8M | Sell |
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|
2020
Q2 | $11.2M | Sell |
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|
2020
Q1 | $10.2M | Sell |
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|
2019
Q4 | $13M | Sell |
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|
2019
Q3 | $12.6M | Buy |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $9.7M | Buy |
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|
2018
Q4 | $8.54M | Buy |
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|
2018
Q3 | $8.08M | Sell |
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|
2018
Q2 | $7.43M | Buy |
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|
2018
Q1 | $7.09M | Buy |
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|
2017
Q4 | $6.55M | Buy |
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|
2017
Q3 | $6.04M | Sell |
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|
2017
Q2 | $5.92M | Buy |
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|
2017
Q1 | $5.28M | Buy |
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|
2016
Q4 | $4.97M | Buy |
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|
2016
Q3 | $4.76M | Buy |
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|
2016
Q2 | $4.41M | Buy |
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|
2016
Q1 | $3.75M | Buy |
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|
2015
Q4 | $3.23M | Buy |
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|
2015
Q3 | $2.83M | Buy |
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|
2015
Q2 | $2.94M | Buy |
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|
2015
Q1 | $2.85M | Buy |
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|
2014
Q4 | $2.82M | Buy |
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|
2014
Q3 | $2.6M | Buy |
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|
2014
Q2 | $2.58M | Hold |
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|
2014
Q1 | $2.49M | Hold |
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|
2013
Q4 | $2.49M | Buy |
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|
2013
Q3 | $2.15M | Buy |
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|
2013
Q2 | $2M | Buy |
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