OWA
Outlook Wealth 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 | $372K | Buy |
1,819
+110
| +6% | +$22.5K | 0.1% | 200 |
|
|
2025
Q1 | $332K | Hold |
1,709
| – | – | 0.09% | 214 |
|
|
2024
Q4 | $335K | Sell |
1,709
-48
| -3% | -$9.4K | 0.1% | 209 |
|
|
2024
Q3 | $348K | Buy |
1,757
+1
| +0.1% | +$198 | 0.1% | 200 |
|
|
2024
Q2 | $321K | Hold |
1,756
| – | – | 0.1% | 206 |
|
|
2024
Q1 | $321K | Buy |
1,756
+34
| +2% | +$6.21K | 0.1% | 197 |
|
|
2023
Q4 | $293K | Hold |
1,722
| – | – | 0.1% | 175 |
|
|
2023
Q3 | $267K | Buy |
1,722
+1
| +0.1% | +$155 | 0.1% | 170 |
|
|
2023
Q2 | $280K | Buy |
+1,721
| New | +$280K | 0.11% | 165 |
|
|
2021
Q1 | – | Sell |
-7,178
| Closed | -$1.01M | – | 202 |
|
|
2020
Q4 | $1.01M | Buy |
+7,178
| New | +$1.01M | 0.37% | 67 |
|