West Coast Financial’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 | – | Sell |
-2,380
| Closed | -$462K | – | 145 |
|
|
2025
Q1 | $462K | Buy |
2,380
+989
| +71% | +$192K | 0.05% | 107 |
|
|
2024
Q4 | $272K | Sell |
1,391
-744
| -35% | -$146K | 0.03% | 145 |
|
|
2024
Q3 | $423K | Buy |
2,135
+20
| +0.9% | +$3.96K | 0.05% | 114 |
|
|
2024
Q2 | $386K | Hold |
2,115
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $386K | Sell |
2,115
-241
| -10% | -$44K | 0.05% | 109 |
|
|
2023
Q4 | $401K | Hold |
2,356
| – | – | 0.05% | 105 |
|
|
2023
Q3 | $366K | Hold |
2,356
| – | – | 0.05% | 107 |
|
|
2023
Q2 | $383K | Sell |
2,356
-300
| -11% | -$48.7K | 0.05% | 110 |
|
|
2023
Q1 | $409K | Hold |
2,656
| – | – | 0.06% | 98 |
|
|
2022
Q4 | $403K | Hold |
2,656
| – | – | 0.07% | 95 |
|
|
2022
Q3 | $359K | Hold |
2,656
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $381K | Hold |
2,656
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $431K | Hold |
2,656
| – | – | 0.07% | 92 |
|
|
2021
Q4 | $456K | Sell |
2,656
-320
| -11% | -$54.9K | 0.07% | 94 |
|
|
2021
Q3 | $457K | Sell |
2,976
-1,049
| -26% | -$161K | 0.07% | 93 |
|
|
2021
Q2 | $623K | Buy |
4,025
+192
| +5% | +$29.7K | 0.1% | 82 |
|
|
2021
Q1 | $564K | Sell |
3,833
-150
| -4% | -$22.1K | 0.1% | 83 |
|
|
2020
Q4 | $562K | Hold |
3,983
| – | – | 0.11% | 79 |
|
|
2020
Q3 | $512K | Buy |
3,983
+2,033
| +104% | +$261K | 0.12% | 78 |
|
|
2020
Q2 | $229K | Hold |
1,950
| – | – | 0.06% | 100 |
|
|
2020
Q1 | $202K | Buy |
+1,950
| New | +$202K | 0.05% | 96 |
|
|
2019
Q3 | – | Sell |
-1,986
| Closed | -$229K | – | 111 |
|
|
2019
Q2 | $229K | Sell |
1,986
-500
| -20% | -$57.7K | 0.05% | 103 |
|
|
2019
Q1 | $273K | Buy |
2,486
+150
| +6% | +$16.5K | 0.06% | 102 |
|
|
2018
Q4 | $229K | Sell |
2,336
-6,038
| -72% | -$592K | 0.07% | 101 |
|
|
2018
Q3 | $927K | Buy |
+8,374
| New | +$927K | 0.21% | 78 |
|
|
2017
Q4 | – | Sell |
-7,769
| Closed | -$736K | – | 134 |
|
|
2017
Q3 | $736K | Buy |
+7,769
| New | +$736K | 0.2% | 80 |
|