West Oak Capital’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 | $6.4K | Buy |
3,125
+100
| +3% | +$205 | 0.25% | 72 |
|
|
2025
Q1 | $5.87K | Sell |
3,025
-100
| -3% | -$194 | 0.23% | 74 |
|
|
2024
Q4 | $6.12M | Sell |
3,125
-125
| -4% | -$245K | 0.22% | 73 |
|
|
2024
Q3 | $6.44K | Hold |
3,250
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $593K | Buy |
3,250
+225
| +7% | +$41.1K | 0.24% | 70 |
|
|
2024
Q1 | $552K | Buy |
3,025
+150
| +5% | +$27.4K | 0.23% | 73 |
|
|
2023
Q4 | $490K | Hold |
2,875
| – | – | 0.23% | 77 |
|
|
2023
Q3 | $447K | Buy |
2,875
+250
| +10% | +$38.9K | 0.22% | 78 |
|
|
2023
Q2 | $426K | Hold |
2,625
| – | – | 0.21% | 84 |
|
|
2023
Q1 | $404K | Hold |
2,625
| – | – | 0.2% | 86 |
|
|
2022
Q4 | $399K | Buy |
2,625
+350
| +15% | +$53.2K | 0.21% | 85 |
|
|
2022
Q3 | $307K | Sell |
2,275
-325
| -13% | -$43.9K | 0.17% | 97 |
|
|
2022
Q2 | $373K | Buy |
2,600
+250
| +11% | +$35.9K | 0.2% | 92 |
|
|
2022
Q1 | $381K | Sell |
2,350
-350
| -13% | -$56.7K | 0.17% | 98 |
|
|
2021
Q4 | $464K | Buy |
2,700
+500
| +23% | +$85.9K | 0.17% | 92 |
|
|
2021
Q3 | $338K | Buy |
2,200
+1,025
| +87% | +$157K | 0.13% | 105 |
|
|
2021
Q2 | $182K | Buy |
1,175
+400
| +52% | +$62K | 0.07% | 130 |
|
|
2021
Q1 | $114K | Buy |
775
+200
| +35% | +$29.4K | 0.05% | 146 |
|
|
2020
Q4 | $81K | Buy |
575
+375
| +188% | +$52.8K | 0.04% | 160 |
|
|
2020
Q3 | $26K | Hold |
200
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $23K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $21K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $25K | Buy |
+200
| New | +$25K | 0.01% | 203 |
|