Aries Wealth 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 | $1.4M | Sell |
6,836
-2,357
| -26% | -$482K | 0.37% | 69 |
|
|
2025
Q1 | $1.78M | Buy |
9,193
+89
| +1% | +$17.3K | 0.48% | 55 |
|
|
2024
Q4 | $1.78M | Sell |
9,104
-2,052
| -18% | -$402K | 0.49% | 52 |
|
|
2024
Q3 | $2.21M | Buy |
11,156
+263
| +2% | +$52.1K | 0.61% | 44 |
|
|
2024
Q2 | $1.99M | Buy |
10,893
+35
| +0.3% | +$6.39K | 0.63% | 41 |
|
|
2024
Q1 | $1.98M | Sell |
10,858
-61
| -0.6% | -$11.1K | 0.64% | 41 |
|
|
2023
Q4 | $1.86M | Buy |
10,919
+7
| +0.1% | +$1.19K | 0.66% | 39 |
|
|
2023
Q3 | $1.72M | Buy |
10,912
+203
| +2% | +$31.9K | 0.67% | 40 |
|
|
2023
Q2 | $1.74M | Sell |
10,709
-671
| -6% | -$109K | 0.67% | 39 |
|
|
2023
Q1 | $1.75M | Sell |
11,380
-146
| -1% | -$22.5K | 0.72% | 40 |
|
|
2022
Q4 | $1.75M | Buy |
11,526
+3,482
| +43% | +$529K | 0.75% | 41 |
|
|
2022
Q3 | $1.2M | Buy |
8,044
+1,807
| +29% | +$268K | 0.53% | 53 |
|
|
2022
Q2 | $895K | Buy |
+6,237
| New | +$895K | 0.41% | 70 |
|
|
2022
Q1 | – | Sell |
-5,805
| Closed | -$997K | – | 221 |
|
|
2021
Q4 | $997K | Buy |
5,805
+47
| +0.8% | +$8.07K | 0.38% | 67 |
|
|
2021
Q3 | $884K | Buy |
5,758
+22
| +0.4% | +$3.38K | 0.37% | 68 |
|
|
2021
Q2 | $888K | Buy |
5,736
+96
| +2% | +$14.9K | 0.38% | 71 |
|
|
2021
Q1 | $850K | Buy |
5,640
+123
| +2% | +$18.5K | 0.38% | 67 |
|
|
2020
Q4 | $788K | Buy |
5,517
+231
| +4% | +$33K | 0.39% | 61 |
|
|
2020
Q3 | $680K | Buy |
+5,286
| New | +$680K | 0.39% | 60 |
|