Baron 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 | $3.77M | Sell |
18,416
-89
| -0.5% | -$18.2K | 1.34% | 11 |
|
|
2025
Q1 | $3.59M | Buy |
18,505
+29
| +0.2% | +$5.63K | 1.58% | 9 |
|
|
2024
Q4 | $3.62M | Buy |
18,476
+102
| +0.6% | +$20K | 1.7% | 8 |
|
|
2024
Q3 | $3.64M | Buy |
18,374
+58
| +0.3% | +$11.5K | 1.75% | 9 |
|
|
2024
Q2 | $3.34M | Sell |
18,316
-505
| -3% | -$92.2K | 1.73% | 9 |
|
|
2024
Q1 | $3.44M | Sell |
18,821
-251
| -1% | -$45.8K | 1.82% | 8 |
|
|
2023
Q4 | $3.25M | Buy |
19,072
+986
| +5% | +$168K | 1.78% | 7 |
|
|
2023
Q3 | $2.81M | Buy |
18,086
+76
| +0.4% | +$11.8K | 1.79% | 8 |
|
|
2023
Q2 | $2.93M | Hold |
18,010
| – | – | 1.86% | 9 |
|
|
2023
Q1 | $2.77M | Sell |
18,010
-7,407
| -29% | -$1.14M | 1.96% | 8 |
|
|
2022
Q4 | $3.86M | Buy |
+25,417
| New | +$3.86M | 2.96% | 6 |
|