Chesley Taft & Associates’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
Q1 | – | Sell |
-1,055
| Closed | -$207K | – | 343 |
|
|
2024
Q4 | $207K | Buy |
+1,055
| New | +$207K | 0.01% | 321 |
|
|
2018
Q1 | – | Sell |
-24,343
| Closed | -$2.48M | – | 283 |
|
|
2017
Q4 | $2.48M | Sell |
24,343
-777
| -3% | -$79.3K | 0.21% | 104 |
|
|
2017
Q3 | $2.38M | Sell |
25,120
-59
| -0.2% | -$5.59K | 0.21% | 104 |
|
|
2017
Q2 | $2.33M | Buy |
25,179
+1,695
| +7% | +$157K | 0.21% | 102 |
|
|
2017
Q1 | $2.11M | Buy |
23,484
+1,966
| +9% | +$177K | 0.2% | 105 |
|
|
2016
Q4 | $1.83M | Buy |
+21,518
| New | +$1.83M | 0.18% | 107 |
|
|
2015
Q1 | – | Sell |
-2,724
| Closed | -$221K | – | 246 |
|
|
2014
Q4 | $221K | Buy |
+2,724
| New | +$221K | 0.02% | 231 |
|