AAS
Avantax Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Buy |
185,215
+7,036
| +4% | +$1.44M | 0.21% | 76 |
|
|
2025
Q1 | $34.6M | Sell |
178,179
-4,642
| -3% | -$901K | 0.21% | 78 |
|
|
2024
Q4 | $35.8M | Buy |
182,821
+13,877
| +8% | +$2.72M | 0.22% | 65 |
|
|
2024
Q3 | $33.5M | Sell |
168,944
-4,408
| -3% | -$873K | 0.22% | 69 |
|
|
2024
Q2 | $31.6M | Buy |
173,352
+16,541
| +11% | +$3.02M | 0.23% | 65 |
|
|
2024
Q1 | $28.6M | Buy |
156,811
+13,176
| +9% | +$2.41M | 0.25% | 57 |
|
|
2023
Q4 | $24.5M | Buy |
143,635
+12,114
| +9% | +$2.06M | 0.24% | 57 |
|
|
2023
Q3 | $20.4M | Sell |
131,521
-661
| -0.5% | -$103K | 0.23% | 68 |
|
|
2023
Q2 | $21.5M | Buy |
132,182
+5,522
| +4% | +$897K | 0.25% | 66 |
|
|
2023
Q1 | $19.5M | Buy |
126,660
+3,523
| +3% | +$543K | 0.24% | 67 |
|
|
2022
Q4 | $18.7M | Buy |
123,137
+7,185
| +6% | +$1.09M | 0.25% | 58 |
|
|
2022
Q3 | $15.7M | Buy |
115,952
+4,378
| +4% | +$592K | 0.24% | 63 |
|
|
2022
Q2 | $16M | Buy |
111,574
+8,143
| +8% | +$1.17M | 0.24% | 64 |
|
|
2022
Q1 | $16.8M | Buy |
103,431
+20,884
| +25% | +$3.38M | 0.23% | 69 |
|
|
2021
Q4 | $14.2M | Buy |
82,547
+660
| +0.8% | +$113K | 0.21% | 79 |
|
|
2021
Q3 | $12.6M | Buy |
81,887
+4,762
| +6% | +$732K | 0.21% | 74 |
|
|
2021
Q2 | $12M | Buy |
77,125
+2,361
| +3% | +$366K | 0.22% | 76 |
|
|
2021
Q1 | $11M | Buy |
74,764
+3,652
| +5% | +$537K | 0.24% | 76 |
|
|
2020
Q4 | $10M | Sell |
71,112
-127,313
| -64% | -$18M | 0.24% | 69 |
|
|
2020
Q3 | $25.5M | Buy |
198,425
+122,531
| +161% | +$15.8M | 0.41% | 42 |
|
|
2020
Q2 | $8.89M | Buy |
75,894
+1,801
| +2% | +$211K | 0.26% | 65 |
|
|
2020
Q1 | $7.67M | Sell |
74,093
-22,305
| -23% | -$2.31M | 0.23% | 71 |
|
|
2019
Q4 | $12M | Buy |
96,398
+29,073
| +43% | +$3.62M | 0.28% | 55 |
|
|
2019
Q3 | $8.06M | Buy |
67,325
+3,068
| +5% | +$367K | 0.33% | 41 |
|
|
2019
Q2 | $7.4M | Buy |
64,257
+14,796
| +30% | +$1.7M | 0.33% | 42 |
|
|
2019
Q1 | $5.42M | Buy |
49,461
+7,518
| +18% | +$824K | 0.29% | 42 |
|
|
2018
Q4 | $4.11M | Buy |
+41,943
| New | +$4.11M | 0.69% | 35 |
|