APP
Avantax Planning Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5M | Buy |
237,140
+66,504
| +39% | +$13.6M | 1.54% | 11 |
|
|
2025
Q1 | $33.1M | Buy |
170,636
+3,714
| +2% | +$720K | 1.17% | 11 |
|
|
2024
Q4 | $32.7M | Sell |
166,922
-3,894
| -2% | -$763K | 1.18% | 13 |
|
|
2024
Q3 | $33.8M | Sell |
170,816
-46,852
| -22% | -$9.28M | 1.21% | 12 |
|
|
2024
Q2 | $39.7M | Sell |
217,668
-6,565
| -3% | -$1.2M | 1.28% | 12 |
|
|
2024
Q1 | $40.9M | Sell |
224,233
-26,348
| -11% | -$4.81M | 1.33% | 10 |
|
|
2023
Q4 | $42.7M | Buy |
250,581
+27,051
| +12% | +$4.61M | 1.63% | 10 |
|
|
2023
Q3 | $34.7M | Sell |
223,530
-8,169
| -4% | -$1.27M | 1.45% | 10 |
|
|
2023
Q2 | $37.6M | Buy |
231,699
+32,181
| +16% | +$5.23M | 1.5% | 11 |
|
|
2023
Q1 | $30.7M | Buy |
199,518
+44,139
| +28% | +$6.8M | 1.25% | 13 |
|
|
2022
Q4 | $23.6M | Sell |
155,379
-39,414
| -20% | -$5.99M | 0.94% | 18 |
|
|
2022
Q3 | $26.3M | Buy |
194,793
+71,350
| +58% | +$9.64M | 1.19% | 13 |
|
|
2022
Q2 | $17.7M | Buy |
123,443
+79,986
| +184% | +$11.5M | 0.76% | 20 |
|
|
2022
Q1 | $7.05M | Sell |
43,457
-35,899
| -45% | -$5.82M | 0.28% | 39 |
|
|
2021
Q4 | $13.6M | Sell |
79,356
-5,981
| -7% | -$1.03M | 0.56% | 19 |
|
|
2021
Q3 | $13.1M | Buy |
85,337
+41,466
| +95% | +$6.37M | 0.6% | 15 |
|
|
2021
Q2 | $6.79M | Buy |
43,871
+1,511
| +4% | +$234K | 0.32% | 25 |
|
|
2021
Q1 | $6.23M | Sell |
42,360
-18,779
| -31% | -$2.76M | 0.32% | 26 |
|
|
2020
Q4 | $8.63M | Buy |
61,139
+3,765
| +7% | +$532K | 0.44% | 18 |
|
|
2020
Q3 | $7.38M | Sell |
57,374
-566
| -1% | -$72.8K | 0.39% | 19 |
|
|
2020
Q2 | $6.79M | Buy |
57,940
+23,394
| +68% | +$2.74M | 0.38% | 20 |
|
|
2020
Q1 | $3.57M | Buy |
34,546
+20,162
| +140% | +$2.08M | 0.25% | 34 |
|
|
2019
Q4 | $1.79M | Sell |
14,384
-9
| -0.1% | -$1.12K | 0.11% | 73 |
|
|
2019
Q3 | $1.72M | Buy |
14,393
+1,061
| +8% | +$127K | 0.11% | 76 |
|
|
2019
Q2 | $1.56M | Sell |
13,332
-1,669
| -11% | -$195K | 0.1% | 80 |
|
|
2019
Q1 | $1.65M | Sell |
15,001
-32,304
| -68% | -$3.54M | 0.11% | 73 |
|
|
2018
Q4 | $4.63M | Buy |
47,305
+46,324
| +4,722% | +$4.54M | 0.35% | 27 |
|
|
2018
Q3 | $109K | Buy |
+981
| New | +$109K | 0.01% | 330 |
|
|
2018
Q2 | – | Sell |
-306
| Closed | -$31K | – | 1433 |
|
|
2018
Q1 | $31K | Buy |
+306
| New | +$31K | ﹤0.01% | 640 |
|
|
2017
Q4 | – | Sell |
-3,000
| Closed | -$284K | – | 355 |
|
|
2017
Q3 | $284K | Hold |
3,000
| – | – | 0.02% | 284 |
|
|
2017
Q2 | $278K | Sell |
3,000
-313
| -9% | -$29K | 0.02% | 266 |
|
|
2017
Q1 | $298K | Buy |
3,313
+313
| +10% | +$28.2K | 0.03% | 240 |
|
|
2016
Q4 | $256K | Buy |
+3,000
| New | +$256K | 0.03% | 247 |
|