Ascent Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $856K | Hold |
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|
2025
Q2 | $812K | Hold |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $727K | Hold |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $535K | Hold |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $764K | Buy |
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $652K | Sell |
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|
2021
Q1 | $634K | Buy |
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|
2020
Q4 | $606K | Sell |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $508K | Sell |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $591K | Buy |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $525K | Buy |
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|
2019
Q1 | $456K | Sell |
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|
2018
Q4 | $550K | Buy |
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|
2018
Q3 | $463K | Sell |
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|
2018
Q2 | $450K | Buy |
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|
2018
Q1 | $439K | Sell |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $390K | Hold |
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|
2017
Q2 | $382K | Buy |
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|
2017
Q1 | $367K | Buy |
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|
2016
Q4 | $321K | Sell |
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|
2016
Q3 | $363K | Buy |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $305K | Buy |
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|
2015
Q4 | $268K | Sell |
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|
2015
Q3 | $276K | Buy |
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|
2015
Q2 | $294K | Sell |
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|
2015
Q1 | $486K | Hold |
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|
2014
Q4 | $491K | Sell |
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|
2014
Q3 | $630K | Hold |
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|
2014
Q2 | $638K | Sell |
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|
2014
Q1 | $672K | Buy |
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|
2013
Q4 | $390K | Buy |
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