Pin Oak Investment Advisors’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 | $261K | Hold |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $193K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $198K | Sell |
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|
2020
Q4 | $204K | Hold |
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|
2020
Q3 | $186K | Sell |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $541K | Sell |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $509K | Hold |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $649K | Hold |
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|
2018
Q3 | $734K | Sell |
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|
2018
Q2 | $706K | Sell |
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|
2018
Q1 | $852K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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