Bartlett & Co Wealth 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
Q3 | $7.11M | Sell |
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|
2025
Q2 | $6.85M | Hold |
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|
2025
Q1 | $6.46M | Sell |
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|
2024
Q4 | $7.09M | Sell |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $6.57M | Sell |
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|
2024
Q1 | $6.63M | Buy |
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|
2023
Q4 | $5.9M | Buy |
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|
2023
Q3 | $5.27M | Hold |
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|
2023
Q2 | $5.51M | Sell |
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|
2023
Q1 | $5.29M | Buy |
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|
2022
Q4 | $5.19M | Hold |
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|
2022
Q3 | $4.62M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $3.44M | Hold |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $3.12M | Hold |
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|
2020
Q3 | $2.85M | Buy |
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|
2020
Q2 | $2.53M | Sell |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $2.78M | Buy |
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|
2019
Q3 | $2.61M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.2M | Hold |
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|
2018
Q3 | $1.36M | Buy |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $67.2K | Buy |
|