CM Wealth 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 | $17.7M | Sell |
86,144
-134
| -0.2% | -$27.5K | 5.2% | 6 |
|
|
2025
Q1 | $16.7M | Buy |
86,278
+361
| +0.4% | +$70K | 5.35% | 6 |
|
|
2024
Q4 | $16.8M | Buy |
85,917
+252
| +0.3% | +$49.3K | 5.5% | 6 |
|
|
2024
Q3 | $17M | Buy |
85,665
+52,612
| +159% | +$10.4M | 5.5% | 6 |
|
|
2024
Q2 | $6.06M | Sell |
33,053
-75,507
| -70% | -$13.9M | 2.88% | 7 |
|
|
2024
Q1 | $19.4M | Buy |
108,560
+70,740
| +187% | +$12.6M | 5.55% | 4 |
|
|
2023
Q4 | $6.44M | Sell |
37,820
-783
| -2% | -$133K | 2.77% | 7 |
|
|
2023
Q3 | $6.24M | Sell |
38,603
-34,823
| -47% | -$5.62M | 2.4% | 7 |
|
|
2023
Q2 | $12.2M | Sell |
73,426
-51,826
| -41% | -$8.61M | 4% | 6 |
|
|
2023
Q1 | $19.2M | Buy |
125,252
+87,611
| +233% | +$13.5M | 3.72% | 4 |
|
|
2022
Q4 | $5.72M | Sell |
37,641
-14
| -0% | -$2.13K | 2.92% | 7 |
|
|
2022
Q3 | $5.09B | Hold |
37,655
| – | – | 2.82% | 6 |
|
|
2022
Q2 | $5.4M | Buy |
+37,655
| New | +$5.4M | 3.31% | 6 |
|