Oxler Private Wealth’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 | $4.63M | Sell |
22,636
-2,514
| -10% | -$515K | 1.46% | 16 |
|
|
2025
Q1 | $4.88M | Sell |
25,150
-479
| -2% | -$92.9K | 1.71% | 19 |
|
|
2024
Q4 | $5.02M | Sell |
25,629
-101
| -0.4% | -$19.8K | 1.65% | 17 |
|
|
2024
Q3 | $5.1M | Sell |
25,730
-406
| -2% | -$80.4K | 1.78% | 18 |
|
|
2024
Q2 | $4.77M | Sell |
26,136
-165
| -0.6% | -$30.1K | 1.77% | 17 |
|
|
2024
Q1 | $4.8M | Sell |
26,301
-193
| -0.7% | -$35.2K | 1.88% | 15 |
|
|
2023
Q4 | $4.51M | Buy |
26,494
+136
| +0.5% | +$23.2K | 3.75% | 9 |
|
|
2023
Q3 | $4.1M | Sell |
26,358
-1,502
| -5% | -$234K | 2.06% | 12 |
|
|
2023
Q2 | $4.52M | Sell |
27,860
-570
| -2% | -$92.6K | 2.15% | 12 |
|
|
2023
Q1 | $4.38M | Buy |
28,430
+1,725
| +6% | +$266K | 2.16% | 11 |
|
|
2022
Q4 | $4.06M | Sell |
26,705
-601
| -2% | -$91.3K | 2.18% | 9 |
|
|
2022
Q3 | $3.7M | Buy |
27,306
+40
| +0.1% | +$5.42K | 2.07% | 10 |
|
|
2022
Q2 | $3.91M | Buy |
27,266
+94
| +0.3% | +$13.5K | 1.88% | 13 |
|
|
2022
Q1 | $4.41M | Buy |
27,172
+552
| +2% | +$89.5K | 1.99% | 12 |
|
|
2021
Q4 | $4.57M | Buy |
26,620
+305
| +1% | +$52.4K | 1.89% | 12 |
|
|
2021
Q3 | $4.1M | Buy |
26,315
+1,047
| +4% | +$163K | 1.81% | 12 |
|
|
2021
Q2 | $3.91M | Buy |
25,268
+14,602
| +137% | +$2.26M | 1.7% | 14 |
|
|
2021
Q1 | $1.57M | Buy |
10,666
+9,121
| +590% | +$1.34M | 0.79% | 37 |
|
|
2020
Q4 | $213K | Buy |
+1,545
| New | +$213K | 0.12% | 99 |
|