Silver Oak Securities’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 | $748K | Buy |
3,652
+259
| +8% | +$53K | 0.06% | 316 |
|
2025
Q1 | $651K | Buy |
3,393
+556
| +20% | +$107K | 0.06% | 316 |
|
2024
Q4 | $556K | Buy |
2,837
+699
| +33% | +$137K | 0.05% | 352 |
|
2024
Q3 | $422K | Buy |
2,138
+861
| +67% | +$170K | 0.04% | 356 |
|
2024
Q2 | $233K | Buy |
1,277
+17
| +1% | +$3.1K | 0.04% | 347 |
|
2024
Q1 | $230K | Sell |
1,260
-8,163
| -87% | -$1.49M | 0.04% | 350 |
|
2023
Q4 | $1.61M | Buy |
9,423
+6,595
| +233% | +$1.12M | 0.22% | 105 |
|
2023
Q3 | $439K | Sell |
2,828
-4,183
| -60% | -$650K | 0.1% | 173 |
|
2023
Q2 | $1.14M | Buy |
7,011
+5,534
| +375% | +$899K | 0.18% | 111 |
|
2023
Q1 | $227K | Sell |
1,477
-330
| -18% | -$50.7K | 0.04% | 344 |
|
2022
Q4 | $274K | Sell |
1,807
-1,021
| -36% | -$155K | 0.05% | 243 |
|
2022
Q3 | $439K | Buy |
2,828
+616
| +28% | +$95.7K | 0.1% | 173 |
|
2022
Q2 | $329K | Sell |
2,212
-26,393
| -92% | -$3.93M | 0.07% | 187 |
|
2022
Q1 | $4.65M | Buy |
+28,605
| New | +$4.65M | 0.94% | 19 |
|