Avity Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $911K | Sell |
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|
2022
Q3 | $847K | Buy |
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|
2022
Q2 | $727K | Buy |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $584K | Buy |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $354K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $331K | Hold |
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|
2017
Q1 | $322K | Hold |
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|
2016
Q4 | $305K | Hold |
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|
2016
Q3 | $297K | Sell |
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|
2016
Q2 | $493K | Hold |
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|
2016
Q1 | $485K | Hold |
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|
2015
Q4 | $461K | Hold |
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|
2015
Q3 | $457K | Hold |
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|
2015
Q2 | $466K | Hold |
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|
2015
Q1 | $480K | Hold |
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|
2014
Q4 | $481K | Hold |
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|
2014
Q3 | $456K | Hold |
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|
2014
Q2 | $462K | Buy |
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