Whitener Capital Management’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 | $339K | Buy |
1,655
+120
| +8% | +$24.6K | 0.09% | 129 |
|
|
2025
Q1 | $298K | Sell |
1,535
-48
| -3% | -$9.32K | 0.08% | 130 |
|
|
2024
Q4 | $310K | Buy |
1,583
+159
| +11% | +$31.1K | 0.09% | 126 |
|
|
2024
Q3 | $282K | Buy |
1,424
+60
| +4% | +$11.9K | 0.08% | 133 |
|
|
2024
Q2 | $249K | Hold |
1,364
| – | – | 0.08% | 138 |
|
|
2024
Q1 | $249K | Buy |
+1,364
| New | +$249K | 0.08% | 137 |
|
|
2019
Q4 | – | Sell |
-860
| Closed | -$102K | – | 421 |
|
|
2019
Q3 | $102K | Hold |
860
| – | – | 0.06% | 165 |
|
|
2019
Q2 | $99K | Hold |
860
| – | – | 0.06% | 168 |
|
|
2019
Q1 | $94K | Buy |
860
+70
| +9% | +$7.65K | 0.06% | 163 |
|
|
2018
Q4 | $77K | Hold |
790
| – | – | 0.06% | 164 |
|
|
2018
Q3 | $87K | Buy |
+790
| New | +$87K | 0.06% | 160 |
|
|
2018
Q2 | – | Sell |
-790
| Closed | -$79K | – | 390 |
|
|
2018
Q1 | $79K | Hold |
790
| – | – | 0.06% | 158 |
|
|
2017
Q4 | $80K | Buy |
+790
| New | +$80K | 0.07% | 159 |
|