Elmwood 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 | $1.13M | Sell |
5,513
-100
| -2% | -$20.5K | 0.45% | 71 |
|
|
2025
Q1 | $1.09M | Hold |
5,613
| – | – | 0.45% | 73 |
|
|
2024
Q4 | $1.1M | Hold |
5,613
| – | – | 0.44% | 72 |
|
|
2024
Q3 | $1.11M | Hold |
5,613
| – | – | 0.46% | 74 |
|
|
2024
Q2 | $1.02M | Sell |
5,613
-400
| -7% | -$73K | 0.46% | 75 |
|
|
2024
Q1 | $1.1M | Sell |
6,013
-198
| -3% | -$36.2K | 0.47% | 70 |
|
|
2023
Q4 | $1.06M | Sell |
6,211
-9,872
| -61% | -$1.68M | 0.74% | 46 |
|
|
2023
Q3 | $2.5M | Sell |
16,083
-260
| -2% | -$40.4K | 1.21% | 23 |
|
|
2023
Q2 | $2.65M | Sell |
16,343
-1,100
| -6% | -$179K | 1.24% | 25 |
|
|
2023
Q1 | $2.69M | Sell |
17,443
-1,694
| -9% | -$261K | 1.27% | 23 |
|
|
2022
Q4 | $2.91M | Buy |
19,137
+73
| +0.4% | +$11.1K | 1.45% | 15 |
|
|
2022
Q3 | $2.58M | Sell |
19,064
-185
| -1% | -$25K | 1.29% | 20 |
|
|
2022
Q2 | $2.76M | Buy |
19,249
+330
| +2% | +$47.4K | 1.57% | 15 |
|
|
2022
Q1 | $3.07M | Buy |
18,919
+1,145
| +6% | +$186K | 1.57% | 17 |
|
|
2021
Q4 | $3.05M | Buy |
+17,774
| New | +$3.05M | 1.46% | 17 |
|
|
2021
Q2 | $2.77M | Hold |
17,879
| – | – | 1.46% | 15 |
|
|
2021
Q1 | $2.63M | Buy |
+17,879
| New | +$2.63M | 1.6% | 14 |
|
|
2020
Q3 | $2.08M | Hold |
17,784
| – | – | 1.69% | 10 |
|
|
2020
Q2 | $2.08M | Sell |
17,784
-9,414
| -35% | -$1.1M | 1.69% | 10 |
|
|
2020
Q1 | $2.75M | Buy |
27,198
+8,640
| +47% | +$873K | 2.63% | 7 |
|
|
2019
Q4 | $2.31M | Buy |
18,558
+150
| +0.8% | +$18.7K | 2.02% | 8 |
|
|
2019
Q3 | $2.2M | Buy |
18,408
+104
| +0.6% | +$12.4K | 2.23% | 6 |
|
|
2019
Q2 | $2.11M | Sell |
18,304
-1,370
| -7% | -$158K | 1.86% | 8 |
|
|
2019
Q1 | $2.16M | Sell |
19,674
-7,494
| -28% | -$822K | 1.99% | 8 |
|
|
2018
Q4 | $2.66M | Buy |
27,168
+900
| +3% | +$88.2K | 2.57% | 6 |
|
|
2018
Q3 | $2.91M | Sell |
26,268
-834
| -3% | -$92.3K | 2.41% | 8 |
|
|
2018
Q2 | $2.75M | Sell |
27,102
-96
| -0.4% | -$9.76K | 2.51% | 8 |
|
|
2018
Q1 | $2.75M | Buy |
+27,198
| New | +$2.75M | 2.63% | 7 |
|