Bridges Investment 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 | $979K | Hold |
4,781
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $927K | Sell |
4,781
-116
| -2% | -$22.5K | 0.01% | 240 |
|
|
2024
Q4 | $959K | Hold |
4,897
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $970K | Sell |
4,897
-119
| -2% | -$23.6K | 0.01% | 204 |
|
|
2024
Q2 | $916K | Buy |
+5,016
| New | +$916K | 0.01% | 200 |
|
|
2023
Q2 | – | Sell |
-2,699
| Closed | -$416K | – | 210 |
|
|
2023
Q1 | $416K | Sell |
2,699
-2,172
| -45% | -$335K | 0.01% | 178 |
|
|
2022
Q4 | $740K | Hold |
4,871
| – | – | 0.03% | 160 |
|
|
2022
Q3 | $658K | Hold |
4,871
| – | – | 0.03% | 162 |
|
|
2022
Q2 | $699K | Buy |
4,871
+1,913
| +65% | +$275K | 0.03% | 161 |
|
|
2022
Q1 | $480K | Sell |
2,958
-748
| -20% | -$121K | 0.01% | 180 |
|
|
2021
Q4 | $636K | Hold |
3,706
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $569K | Hold |
3,706
| – | – | 0.02% | 167 |
|
|
2021
Q2 | $574K | Buy |
3,706
+1,125
| +44% | +$174K | 0.02% | 169 |
|
|
2021
Q1 | $379K | Buy |
2,581
+284
| +12% | +$41.7K | 0.01% | 190 |
|
|
2020
Q4 | $324K | Sell |
2,297
-40
| -2% | -$5.64K | 0.01% | 194 |
|
|
2020
Q3 | $301K | Hold |
2,337
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $273K | Sell |
2,337
-66
| -3% | -$7.71K | 0.01% | 199 |
|
|
2020
Q1 | $249K | Buy |
2,403
+315
| +15% | +$32.6K | 0.01% | 201 |
|
|
2019
Q4 | $260K | Hold |
2,088
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $250K | Hold |
2,088
| – | – | 0.01% | 399 |
|
|
2019
Q2 | $241K | Sell |
2,088
-675
| -24% | -$77.9K | 0.01% | 396 |
|
|
2019
Q1 | $302K | Sell |
2,763
-80
| -3% | -$8.74K | 0.01% | 319 |
|
|
2018
Q4 | $278K | Buy |
+2,843
| New | +$278K | 0.01% | 313 |
|