Anchor Investment 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 | $2.62M | Buy |
12,788
+28
| +0.2% | +$5.73K | 0.23% | 115 |
|
|
2025
Q1 | $2.48M | Buy |
12,760
+4
| +0% | +$776 | 0.23% | 110 |
|
|
2024
Q4 | $2.5M | Sell |
12,756
-100
| -0.8% | -$19.6K | 0.23% | 109 |
|
|
2024
Q3 | $2.55M | Buy |
12,856
+10,134
| +372% | +$2.01M | 0.24% | 107 |
|
|
2024
Q2 | $497K | Hold |
2,722
| – | – | 0.05% | 237 |
|
|
2024
Q1 | $497K | Buy |
2,722
+53
| +2% | +$9.68K | 0.05% | 246 |
|
|
2023
Q4 | $455K | Sell |
2,669
-40
| -1% | -$6.82K | 0.05% | 252 |
|
|
2023
Q3 | $421K | Buy |
2,709
+895
| +49% | +$139K | 0.06% | 250 |
|
|
2023
Q2 | $295K | Sell |
1,814
-1
| -0.1% | -$162 | 0.04% | 283 |
|
|
2023
Q1 | $280K | Hold |
1,815
| – | – | 0.04% | 294 |
|
|
2022
Q4 | $276K | Sell |
1,815
-499
| -22% | -$75.8K | 0.04% | 291 |
|
|
2022
Q3 | $313K | Buy |
2,314
+35
| +2% | +$4.73K | 0.05% | 266 |
|
|
2022
Q2 | $327K | Sell |
2,279
-30
| -1% | -$4.3K | 0.05% | 277 |
|
|
2022
Q1 | $374K | Hold |
2,309
| – | – | 0.05% | 289 |
|
|
2021
Q4 | $397K | Hold |
2,309
| – | – | 0.05% | 280 |
|
|
2021
Q3 | $355K | Hold |
2,309
| – | – | 0.05% | 276 |
|
|
2021
Q2 | $357K | Hold |
2,309
| – | – | 0.05% | 278 |
|
|
2021
Q1 | $340K | Hold |
2,309
| – | – | 0.05% | 268 |
|
|
2020
Q4 | $326K | Hold |
2,309
| – | – | 0.06% | 226 |
|
|
2020
Q3 | $297K | Buy |
2,309
+324
| +16% | +$41.7K | 0.06% | 220 |
|
|
2020
Q2 | $233K | Hold |
1,985
| – | – | 0.05% | 237 |
|
|
2020
Q1 | $205K | Hold |
1,985
| – | – | 0.05% | 236 |
|
|
2019
Q4 | $247K | Hold |
1,985
| – | – | 0.05% | 263 |
|
|
2019
Q3 | $237K | Buy |
1,985
+81
| +4% | +$9.69K | 0.05% | 261 |
|
|
2019
Q2 | $219K | Sell |
1,904
-18
| -0.9% | -$2.07K | 0.05% | 277 |
|
|
2019
Q1 | $211K | Sell |
1,922
-238
| -11% | -$26.1K | 0.05% | 275 |
|
|
2018
Q4 | $212K | Buy |
2,160
+93
| +4% | +$9.11K | 0.06% | 262 |
|
|
2018
Q3 | $229K | Hold |
2,067
| – | – | 0.05% | 273 |
|
|
2018
Q2 | $210K | Sell |
2,067
-16
| -0.8% | -$1.63K | 0.05% | 289 |
|
|
2018
Q1 | $210K | Hold |
2,083
| – | – | 0.06% | 287 |
|
|
2017
Q4 | $213K | Buy |
2,083
+435
| +26% | +$44.4K | 0.06% | 272 |
|
|
2017
Q3 | $156K | Buy |
1,648
+3
| +0.2% | +$284 | 0.05% | 289 |
|
|
2017
Q2 | $152K | Hold |
1,645
| – | – | 0.05% | 275 |
|
|
2017
Q1 | $148K | Buy |
1,645
+470
| +40% | +$42.3K | 0.05% | 272 |
|
|
2016
Q4 | $100K | Hold |
1,175
| – | – | 0.04% | 309 |
|
|
2016
Q3 | $98.6K | Sell |
1,175
-59
| -5% | -$4.95K | 0.04% | 295 |
|
|
2016
Q2 | $103K | Buy |
1,234
+607
| +97% | +$50.5K | 0.04% | 284 |
|
|
2016
Q1 | $50.9K | Buy |
+627
| New | +$50.9K | 0.02% | 341 |
|