Aviance Capital Partners’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
$2.55M Sell
12,462
-244
-2% -$49.9K 0.33% 70
2025
Q1
$2.46M Buy
12,706
+13
+0.1% +$2.52K 0.35% 72
2024
Q4
$2.49M Sell
12,693
-175
-1% -$34.3K 0.34% 70
2024
Q3
$2.55M Sell
12,868
-116
-0.9% -$23K 0.34% 70
2024
Q2
$2.37M Buy
12,984
+514
+4% +$93.8K 0.34% 74
2024
Q1
$2.28M Buy
12,470
+378
+3% +$69K 0.34% 74
2023
Q4
$2.06M Sell
12,092
-3,141
-21% -$535K 0.44% 53
2023
Q3
$2.37M Sell
15,233
-3,483
-19% -$541K 0.53% 43
2023
Q2
$3.04M Sell
18,716
-2,039
-10% -$331K 0.64% 39
2023
Q1
$3.2M Buy
20,755
+1,984
+11% +$306K 0.71% 37
2022
Q4
$2.85M Sell
18,771
-91
-0.5% -$13.8K 0.67% 38
2022
Q3
$2.55M Sell
18,862
-753
-4% -$102K 0.63% 37
2022
Q2
$2.81M Buy
19,615
+2,148
+12% +$308K 0.63% 38
2022
Q1
$2.83M Buy
17,467
+1,825
+12% +$296K 0.52% 51
2021
Q4
$2.69M Buy
15,642
+202
+1% +$34.7K 0.45% 51
2021
Q3
$2.37M Buy
15,440
+223
+1% +$34.3K 0.42% 56
2021
Q2
$2.36M Buy
15,217
+2,856
+23% +$442K 0.41% 56
2021
Q1
$1.82M Sell
12,361
-1,577
-11% -$232K 0.35% 68
2020
Q4
$1.97M Sell
13,938
-3,599
-21% -$508K 0.4% 59
2020
Q3
$2.26M Buy
17,537
+1,940
+12% +$250K 0.51% 46
2020
Q2
$1.83M Buy
15,597
+243
+2% +$28.5K 0.45% 54
2020
Q1
$1.59M Sell
15,354
-825
-5% -$85.3K 0.5% 48
2019
Q4
$2.02M Buy
16,179
+3,315
+26% +$413K 0.52% 52
2019
Q3
$1.54M Sell
12,864
-3,500
-21% -$418K 0.45% 65
2019
Q2
$1.88M Sell
16,364
-2,863
-15% -$330K 0.52% 44
2019
Q1
$2.11M Buy
19,227
+10,930
+132% +$1.2M 0.6% 36
2018
Q4
$812K Sell
8,297
-459
-5% -$44.9K 0.29% 102
2018
Q3
$969K Buy
8,756
+694
+9% +$76.8K 0.23% 111
2018
Q2
$819K Buy
8,062
+416
+5% +$42.3K 0.24% 122
2018
Q1
$772K Buy
7,646
+555
+8% +$56K 0.23% 130
2017
Q4
$724K Sell
7,091
-199
-3% -$20.3K 0.24% 127
2017
Q3
$691K Sell
7,290
-478
-6% -$45.3K 0.23% 121
2017
Q2
$720K Buy
7,768
+1,537
+25% +$142K 0.23% 119
2017
Q1
$560K Buy
6,231
+865
+16% +$77.7K 0.2% 132
2016
Q4
$457K Buy
5,366
+1,087
+25% +$92.6K 0.16% 140
2016
Q3
$359K Sell
4,279
-4
-0.1% -$336 0.13% 150
2016
Q2
$357K Buy
+4,283
New +$357K 0.13% 148