AWS
Atria Wealth Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4M | Sell |
172,024
-168,690
| -50% | -$34.7M | 0.8% | 13 |
|
|
2025
Q1 | $66.1M | Sell |
340,714
-13,363
| -4% | -$2.59M | 0.79% | 17 |
|
|
2024
Q4 | $69.3M | Sell |
354,077
-28,254
| -7% | -$5.53M | 0.76% | 17 |
|
|
2024
Q3 | $75.9M | Sell |
382,331
-27,036
| -7% | -$5.37M | 0.82% | 14 |
|
|
2024
Q2 | $74.9M | Sell |
409,367
-8,764
| -2% | -$1.6M | 0.83% | 16 |
|
|
2024
Q1 | $76.4M | Buy |
418,131
+29,388
| +8% | +$5.37M | 0.86% | 13 |
|
|
2023
Q4 | $66.2M | Buy |
388,743
+14,159
| +4% | +$2.41M | 0.83% | 15 |
|
|
2023
Q3 | $58.3M | Buy |
374,584
+2,221
| +0.6% | +$346K | 0.82% | 14 |
|
|
2023
Q2 | $60.6M | Sell |
372,363
-24,919
| -6% | -$4.06M | 0.83% | 15 |
|
|
2023
Q1 | $61.2M | Sell |
397,282
-11,803
| -3% | -$1.82M | 0.91% | 14 |
|
|
2022
Q4 | $62.1M | Buy |
409,085
+30,264
| +8% | +$4.6M | 1% | 10 |
|
|
2022
Q3 | $51.2M | Buy |
378,821
+56,576
| +18% | +$7.65M | 0.89% | 14 |
|
|
2022
Q2 | $46.2M | Sell |
322,245
-2,328
| -0.7% | -$334K | 0.87% | 14 |
|
|
2022
Q1 | $52.6M | Buy |
+324,573
| New | +$52.6M | 0.88% | 16 |
|