Cerity Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133M | Buy |
651,453
+20,401
| +3% | +$4.18M | 0.24% | 89 |
|
|
2025
Q1 | $122M | Sell |
631,052
-7,825
| -1% | -$1.52M | 0.25% | 86 |
|
|
2024
Q4 | $125M | Buy |
638,877
+54,938
| +9% | +$10.8M | 0.27% | 79 |
|
|
2024
Q3 | $116M | Buy |
583,939
+2,088
| +0.4% | +$414K | 0.26% | 82 |
|
|
2024
Q2 | $106M | Buy |
581,851
+34,771
| +6% | +$6.35M | 0.28% | 72 |
|
|
2024
Q1 | $99.5M | Buy |
547,080
+686
| +0.1% | +$125K | 0.26% | 79 |
|
|
2023
Q4 | $93.1M | Buy |
546,394
+43,061
| +9% | +$7.34M | 0.31% | 71 |
|
|
2023
Q3 | $78.2M | Buy |
503,333
+116,037
| +30% | +$18M | 0.38% | 64 |
|
|
2023
Q2 | $62.9M | Buy |
387,296
+11,161
| +3% | +$1.81M | 0.25% | 93 |
|
|
2023
Q1 | $57.9M | Buy |
376,135
+76,430
| +26% | +$11.8M | 0.14% | 112 |
|
|
2022
Q4 | $45.5M | Buy |
299,705
+231,327
| +338% | +$35.1M | 0.29% | 79 |
|
|
2022
Q3 | $9.24M | Buy |
68,378
+15
| +0% | +$2.03K | 0.11% | 165 |
|
|
2022
Q2 | $9.8M | Buy |
68,363
+43,169
| +171% | +$6.19M | 0.11% | 166 |
|
|
2022
Q1 | $2.66M | Buy |
25,194
+14,970
| +146% | +$1.58M | 0.04% | 279 |
|
|
2021
Q4 | $2.48M | Sell |
10,224
-2,941
| -22% | -$713K | 0.04% | 288 |
|
|
2021
Q3 | $2.02M | Sell |
13,165
-542
| -4% | -$83.2K | 0.04% | 262 |
|
|
2021
Q2 | $2.12M | Buy |
13,707
+1,778
| +15% | +$275K | 0.05% | 252 |
|
|
2021
Q1 | $1.76M | Buy |
11,929
+1,334
| +13% | +$196K | 0.04% | 273 |
|
|
2020
Q4 | $1.5M | Sell |
10,595
-1,177
| -10% | -$166K | 0.05% | 248 |
|
|
2020
Q3 | $1.52M | Sell |
11,772
-80
| -0.7% | -$10.3K | 0.06% | 202 |
|
|
2020
Q2 | $1.39M | Buy |
11,852
+1,878
| +19% | +$220K | 0.08% | 167 |
|
|
2020
Q1 | $1.03M | Buy |
9,974
+385
| +4% | +$39.8K | 0.06% | 198 |
|
|
2019
Q4 | $1.2M | Buy |
9,589
+611
| +7% | +$76.1K | 0.06% | 221 |
|
|
2019
Q3 | $1.07M | Sell |
8,978
-421
| -4% | -$50.4K | 0.06% | 241 |
|
|
2019
Q2 | $1.08M | Buy |
9,399
+3,479
| +59% | +$401K | 0.07% | 224 |
|
|
2019
Q1 | $649K | Sell |
5,920
-1,636
| -22% | -$179K | 0.04% | 292 |
|
|
2018
Q4 | $740K | Buy |
7,556
+1,545
| +26% | +$151K | 0.05% | 263 |
|
|
2018
Q3 | $665K | Hold |
6,011
| – | – | 0.05% | 293 |
|
|
2018
Q2 | $611K | Hold |
6,011
| – | – | 0.05% | 296 |
|
|
2018
Q1 | $607K | Buy |
6,011
+935
| +18% | +$94.4K | 0.05% | 302 |
|
|
2017
Q4 | $518K | Buy |
5,076
+1,750
| +53% | +$179K | 0.03% | 333 |
|
|
2017
Q3 | $315K | Sell |
3,326
-32,154
| -91% | -$3.05M | 0.02% | 425 |
|
|
2017
Q2 | $530K | Buy |
35,480
+32,219
| +988% | +$481K | 0.04% | 224 |
|
|
2017
Q1 | $293K | Buy |
+3,261
| New | +$293K | 0.02% | 340 |
|