Oxford Financial Group’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 | $671K | Hold |
3,278
| – | – | 0.04% | 108 |
|
|
2025
Q1 | $636K | Hold |
3,278
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $642K | Hold |
3,278
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $649K | Hold |
3,278
| – | – | 0.04% | 115 |
|
|
2024
Q2 | $598K | Hold |
3,278
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $599K | Hold |
3,278
| – | – | 0.04% | 115 |
|
|
2023
Q4 | $559K | Hold |
3,278
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $509K | Hold |
3,278
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $532K | Buy |
3,278
+1,305
| +66% | +$212K | 0.05% | 130 |
|
|
2023
Q1 | $304K | Hold |
1,973
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $300K | Sell |
1,973
-146
| -7% | -$22.2K | 0.03% | 156 |
|
|
2022
Q3 | $286K | Sell |
2,119
-105
| -5% | -$14.2K | 0.04% | 141 |
|
|
2022
Q2 | $319K | Hold |
2,224
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $361K | Buy |
+2,224
| New | +$361K | 0.05% | 143 |
|