Destination Wealth 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 | $602K | Sell |
2,940
-157
| -5% | -$32.1K | 0.02% | 161 |
|
|
2025
Q1 | $601K | Buy |
3,097
+200
| +7% | +$38.8K | 0.02% | 153 |
|
|
2024
Q4 | $567K | Sell |
2,897
-21
| -0.7% | -$4.11K | 0.02% | 154 |
|
|
2024
Q3 | $578K | Buy |
2,918
+3
| +0.1% | +$594 | 0.02% | 149 |
|
|
2024
Q2 | $532K | Sell |
2,915
-401
| -12% | -$73.2K | 0.02% | 149 |
|
|
2024
Q1 | $606K | Buy |
3,316
+2
| +0.1% | +$365 | 0.02% | 141 |
|
|
2023
Q4 | $565K | Sell |
3,314
-54
| -2% | -$9.2K | 0.02% | 146 |
|
|
2023
Q3 | $523K | Sell |
3,368
-66
| -2% | -$10.3K | 0.02% | 142 |
|
|
2023
Q2 | $558K | Sell |
3,434
-337
| -9% | -$54.7K | 0.02% | 145 |
|
|
2023
Q1 | $581K | Buy |
3,771
+781
| +26% | +$120K | 0.02% | 138 |
|
|
2022
Q4 | $454K | Sell |
2,990
-551
| -16% | -$83.7K | 0.02% | 145 |
|
|
2022
Q3 | $479K | Buy |
3,541
+24
| +0.7% | +$3.25K | 0.02% | 137 |
|
|
2022
Q2 | $505K | Sell |
3,517
-500
| -12% | -$71.8K | 0.02% | 141 |
|
|
2022
Q1 | $651K | Buy |
4,017
+913
| +29% | +$148K | 0.02% | 126 |
|
|
2021
Q4 | $533K | Sell |
3,104
-329
| -10% | -$56.5K | 0.02% | 141 |
|
|
2021
Q3 | $527K | Buy |
3,433
+284
| +9% | +$43.6K | 0.02% | 127 |
|
|
2021
Q2 | $487K | Buy |
3,149
+1,456
| +86% | +$225K | 0.02% | 130 |
|
|
2021
Q1 | $249K | Sell |
1,693
-1,287
| -43% | -$189K | 0.01% | 165 |
|
|
2020
Q4 | $421K | Buy |
2,980
+1,157
| +63% | +$163K | 0.02% | 129 |
|
|
2020
Q3 | $235K | Sell |
1,823
-457
| -20% | -$58.9K | 0.01% | 135 |
|
|
2020
Q2 | $267K | Sell |
2,280
-409
| -15% | -$47.9K | 0.01% | 129 |
|
|
2020
Q1 | $278K | Buy |
2,689
+97
| +4% | +$10K | 0.02% | 143 |
|
|
2019
Q4 | $323K | Buy |
+2,592
| New | +$323K | 0.02% | 131 |
|
|
2019
Q3 | – | Sell |
-638
| Closed | -$73K | – | 493 |
|
|
2019
Q2 | $73K | Sell |
638
-793
| -55% | -$90.7K | ﹤0.01% | 223 |
|
|
2019
Q1 | $157K | Buy |
1,431
+715
| +100% | +$78.4K | 0.01% | 155 |
|
|
2018
Q4 | $70K | Buy |
716
+6
| +0.8% | +$587 | ﹤0.01% | 223 |
|
|
2018
Q3 | $79K | Buy |
710
+128
| +22% | +$14.2K | ﹤0.01% | 234 |
|
|
2018
Q2 | $59K | Buy |
582
+39
| +7% | +$3.95K | ﹤0.01% | 242 |
|
|
2018
Q1 | $55K | Buy |
+543
| New | +$55K | ﹤0.01% | 246 |
|
|
2017
Q3 | – | Sell |
-2,388
| Closed | -$221K | – | 159 |
|
|
2017
Q2 | $221K | Buy |
+2,388
| New | +$221K | 0.01% | 143 |
|
|
2017
Q1 | – | Sell |
-7,289
| Closed | -$621K | – | 175 |
|
|
2016
Q4 | $621K | Sell |
7,289
-5,424
| -43% | -$462K | 0.05% | 102 |
|
|
2016
Q3 | $1.07M | Sell |
12,713
-2,077
| -14% | -$174K | 0.08% | 82 |
|
|
2016
Q2 | $1.23M | Buy |
+14,790
| New | +$1.23M | 0.1% | 77 |
|