Apella 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 | $12.5M | Sell |
60,690
-1,501
| -2% | -$310K | 0.34% | 60 |
|
|
2025
Q1 | $11.6M | Buy |
62,191
+506
| +0.8% | +$94.4K | 0.4% | 52 |
|
|
2024
Q4 | $12.1M | Sell |
61,685
-1,648
| -3% | -$323K | 0.46% | 45 |
|
|
2024
Q3 | $12.5M | Sell |
63,333
-1,122
| -2% | -$221K | 0.51% | 40 |
|
|
2024
Q2 | $11.8M | Sell |
64,455
-715
| -1% | -$131K | 0.53% | 39 |
|
|
2024
Q1 | $11.7M | Sell |
65,170
-1,863
| -3% | -$335K | 0.59% | 38 |
|
|
2023
Q4 | $11.3M | Buy |
67,033
+184
| +0.3% | +$31K | 0.63% | 39 |
|
|
2023
Q3 | $10.4M | Sell |
66,849
-3,585
| -5% | -$557K | 0.73% | 35 |
|
|
2023
Q2 | $11.4M | Buy |
+70,434
| New | +$11.4M | 0.81% | 31 |
|
|
2022
Q4 | $11.3M | Sell |
74,326
-1,751
| -2% | -$266K | 1.03% | 26 |
|
|
2022
Q3 | $10.3M | Sell |
76,077
-1,837
| -2% | -$248K | 1.2% | 23 |
|
|
2022
Q2 | $11.2M | Sell |
77,914
-1,027
| -1% | -$147K | 1.33% | 23 |
|
|
2022
Q1 | $12.8M | Sell |
78,941
-14,521
| -16% | -$2.35M | 1.8% | 15 |
|
|
2021
Q4 | $16.1M | Sell |
93,462
-1,174
| -1% | -$202K | 2.05% | 14 |
|
|
2021
Q3 | $14.5M | Buy |
94,636
+829
| +0.9% | +$127K | 2.09% | 10 |
|
|
2021
Q2 | $14.5M | Buy |
93,807
+512
| +0.5% | +$79.3K | 2.39% | 9 |
|
|
2021
Q1 | $13.7M | Sell |
93,295
-1,761
| -2% | -$259K | 4.33% | 5 |
|
|
2020
Q4 | $13.4M | Sell |
95,056
-3,783
| -4% | -$534K | 4.71% | 4 |
|
|
2020
Q3 | $12.7M | Sell |
98,839
-687
| -0.7% | -$88.4K | 5.11% | 4 |
|
|
2020
Q2 | $11.7M | Sell |
99,526
-121
| -0.1% | -$14.2K | 5.43% | 4 |
|
|
2020
Q1 | $10.3M | Buy |
+99,647
| New | +$10.3M | 6.02% | 3 |
|