Adero Partners’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
Q1 | $283K | Buy |
1,461
+5
| +0.3% | +$970 | 0.02% | 187 |
|
|
2024
Q4 | $285K | Buy |
1,456
+54
| +4% | +$10.6K | 0.02% | 176 |
|
|
2024
Q3 | $278K | Buy |
1,402
+60
| +4% | +$11.9K | 0.02% | 177 |
|
|
2024
Q2 | $245K | Sell |
1,342
-1,009
| -43% | -$184K | 0.02% | 179 |
|
|
2024
Q1 | $429K | Buy |
2,351
+334
| +17% | +$61K | 0.03% | 127 |
|
|
2023
Q4 | $344K | Hold |
2,017
| – | – | 0.03% | 138 |
|
|
2023
Q3 | $313K | Sell |
2,017
-22
| -1% | -$3.42K | 0.03% | 140 |
|
|
2023
Q2 | $331K | Sell |
2,039
-676
| -25% | -$110K | 0.03% | 125 |
|
|
2023
Q1 | $418K | Hold |
2,715
| – | – | 0.05% | 110 |
|
|
2022
Q4 | $412K | Buy |
2,715
+615
| +29% | +$93.4K | 0.05% | 107 |
|
|
2022
Q3 | $301K | Sell |
2,100
-209
| -9% | -$30K | 0.04% | 118 |
|
|
2022
Q2 | $331K | Sell |
2,309
-29
| -1% | -$4.16K | 0.05% | 108 |
|
|
2022
Q1 | $379K | Hold |
2,338
| – | – | 0.06% | 113 |
|
|
2021
Q4 | $402K | Sell |
2,338
-185
| -7% | -$31.8K | 0.07% | 117 |
|
|
2021
Q3 | $388K | Buy |
2,523
+207
| +9% | +$31.8K | 0.07% | 107 |
|
|
2021
Q2 | $358K | Buy |
2,316
+299
| +15% | +$46.2K | 0.08% | 103 |
|
|
2021
Q1 | $297K | Hold |
2,017
| – | – | 0.13% | 93 |
|
|
2020
Q4 | $285K | Buy |
+2,017
| New | +$285K | 0.24% | 60 |
|