Bell Investment Advisors’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 | $3.94M | Sell |
19,266
-43
| -0.2% | -$8.8K | 0.68% | 28 |
|
|
2025
Q1 | $3.75M | Buy |
19,309
+480
| +3% | +$93.1K | 0.69% | 28 |
|
|
2024
Q4 | $3.69M | Sell |
18,829
-370
| -2% | -$72.5K | 0.69% | 26 |
|
|
2024
Q3 | $3.8M | Sell |
19,199
-5
| -0% | -$990 | 0.7% | 26 |
|
|
2024
Q2 | $3.51M | Sell |
19,204
-2,092
| -10% | -$382K | 0.69% | 26 |
|
|
2024
Q1 | $3.89M | Sell |
21,296
-73
| -0.3% | -$13.3K | 0.76% | 25 |
|
|
2023
Q4 | $3.64M | Sell |
21,369
-48
| -0.2% | -$8.18K | 0.75% | 26 |
|
|
2023
Q3 | $3.33M | Sell |
21,417
-95
| -0.4% | -$14.8K | 0.75% | 26 |
|
|
2023
Q2 | $3.49M | Sell |
21,512
-76
| -0.4% | -$12.3K | 0.78% | 26 |
|
|
2023
Q1 | $3.32M | Buy |
21,588
+27
| +0.1% | +$4.16K | 0.78% | 26 |
|
|
2022
Q4 | $3.27M | Sell |
21,561
-723
| -3% | -$110K | 0.82% | 25 |
|
|
2022
Q3 | $3.01M | Sell |
22,284
-462
| -2% | -$62.4K | 0.94% | 24 |
|
|
2022
Q2 | $3.26M | Buy |
+22,746
| New | +$3.26M | 1% | 23 |
|
|
2021
Q4 | $4.06M | Sell |
23,653
-276
| -1% | -$47.4K | 1.11% | 22 |
|
|
2021
Q3 | $3.68M | Buy |
+23,929
| New | +$3.68M | 1.09% | 22 |
|