SW
SkyOak Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Hold |
33,843
| – | – | 1.39% | 20 |
|
|
2025
Q1 | $6.57M | Buy |
33,843
+982
| +3% | +$190K | 1.44% | 18 |
|
|
2024
Q4 | $6.44M | Buy |
32,861
+1,026
| +3% | +$201K | 1.38% | 21 |
|
|
2024
Q3 | $6.31M | Buy |
31,835
+345
| +1% | +$68.3K | 1.4% | 17 |
|
|
2024
Q2 | $5.75M | Buy |
31,490
+647
| +2% | +$118K | 1.34% | 19 |
|
|
2024
Q1 | $5.63M | Buy |
30,843
+265
| +0.9% | +$48.4K | 1.35% | 19 |
|
|
2023
Q4 | $5.21M | Buy |
30,578
+790
| +3% | +$135K | 1.36% | 19 |
|
|
2023
Q3 | $4.63M | Sell |
29,788
-555
| -2% | -$86.2K | 1.35% | 18 |
|
|
2023
Q2 | $4.93M | Buy |
30,343
+407
| +1% | +$66.1K | 1.39% | 18 |
|
|
2023
Q1 | $4.61M | Sell |
29,936
-323
| -1% | -$49.7K | 1.41% | 16 |
|
|
2022
Q4 | $4.59M | Buy |
30,259
+839
| +3% | +$127K | 1.54% | 15 |
|
|
2022
Q3 | $3.98M | Sell |
29,420
-898
| -3% | -$121K | 1.42% | 16 |
|
|
2022
Q2 | $4.35M | Buy |
30,318
+964
| +3% | +$138K | 1.49% | 14 |
|
|
2022
Q1 | $4.76M | Buy |
29,354
+1,618
| +6% | +$262K | 1.32% | 17 |
|
|
2021
Q4 | $4.76M | Buy |
27,736
+678
| +3% | +$116K | 1.21% | 22 |
|
|
2021
Q3 | $4.16M | Buy |
27,058
+411
| +2% | +$63.1K | 1.12% | 23 |
|
|
2021
Q2 | $4.13M | Sell |
26,647
-73
| -0.3% | -$11.3K | 1.1% | 22 |
|
|
2021
Q1 | $4.07M | Buy |
26,720
+48
| +0.2% | +$7.31K | 1.13% | 21 |
|
|
2020
Q4 | $3.77M | Sell |
26,672
-29
| -0.1% | -$4.09K | 1.17% | 20 |
|
|
2020
Q3 | $3.44M | Sell |
26,701
-3,759
| -12% | -$484K | 1.24% | 18 |
|
|
2020
Q2 | $3.57M | Buy |
30,460
+23,906
| +365% | +$2.8M | 1.32% | 16 |
|
|
2020
Q1 | $678K | Sell |
6,554
-489
| -7% | -$50.6K | 0.35% | 70 |
|
|
2019
Q4 | $878K | Buy |
+7,043
| New | +$878K | 0.27% | 82 |
|