Atticus 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 | $3.5M | Sell |
17,077
-26
| -0.2% | -$5.32K | 0.94% | 20 |
|
|
2025
Q1 | $3.32M | Buy |
17,103
+182
| +1% | +$35.3K | 1.08% | 17 |
|
|
2024
Q4 | $3.31M | Sell |
16,921
-212
| -1% | -$41.5K | 1.03% | 20 |
|
|
2024
Q3 | $3.39M | Buy |
17,133
+465
| +3% | +$92.1K | 1.09% | 19 |
|
|
2024
Q2 | $3.04M | Sell |
16,668
-420
| -2% | -$76.7K | 0.99% | 20 |
|
|
2024
Q1 | $3.12M | Buy |
17,088
+260
| +2% | +$47.5K | 1.02% | 19 |
|
|
2023
Q4 | $2.87M | Sell |
16,828
-387
| -2% | -$65.9K | 1.01% | 18 |
|
|
2023
Q3 | $2.67M | Buy |
17,215
+56
| +0.3% | +$8.7K | 1.03% | 18 |
|
|
2023
Q2 | $2.79M | Sell |
17,159
-400
| -2% | -$65K | 1.03% | 18 |
|
|
2023
Q1 | $2.7M | Sell |
17,559
-1,031
| -6% | -$159K | 1.03% | 20 |
|
|
2022
Q4 | $2.82M | Buy |
18,590
+575
| +3% | +$87.3K | 1.16% | 19 |
|
|
2022
Q3 | $2.59M | Hold |
18,015
| – | – | 1.25% | 18 |
|
|
2022
Q2 | $2.59M | Buy |
18,015
+1,017
| +6% | +$146K | 1.07% | 21 |
|
|
2022
Q1 | $2.76M | Buy |
16,998
+433
| +3% | +$70.2K | 1.01% | 23 |
|
|
2021
Q4 | $2.85M | Buy |
16,565
+994
| +6% | +$171K | 1.11% | 21 |
|
|
2021
Q3 | $2.39M | Sell |
15,571
-394
| -2% | -$60.5K | 1.05% | 20 |
|
|
2021
Q2 | $2.47M | Buy |
15,965
+152
| +1% | +$23.5K | 1.08% | 25 |
|
|
2021
Q1 | $2.33M | Buy |
15,813
+2,504
| +19% | +$368K | 1.11% | 25 |
|
|
2020
Q4 | $1.88M | Buy |
13,309
+942
| +8% | +$133K | 0.95% | 26 |
|
|
2020
Q3 | $1.59M | Buy |
12,367
+3,015
| +32% | +$388K | 0.95% | 23 |
|
|
2020
Q2 | $1.1M | Buy |
9,352
+1,077
| +13% | +$126K | 0.72% | 34 |
|
|
2020
Q1 | $856K | Buy |
8,275
+921
| +13% | +$95.3K | 0.69% | 34 |
|
|
2019
Q4 | $917K | Buy |
+7,354
| New | +$917K | 0.58% | 37 |
|