Emery Howard Portfolio Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.79M | Sell |
22,099
-2,957
| -12% | -$487K | 0.49% | 18 |
|
|
2021
Q3 | $3.85M | Sell |
25,056
-563
| -2% | -$89.7K | 0.56% | 18 |
|
|
2021
Q2 | $3.96M | Sell |
25,619
-219
| -0.8% | -$33.6K | 0.58% | 18 |
|
|
2021
Q1 | $3.8M | Buy |
25,838
+3,601
| +16% | +$512K | 0.61% | 18 |
|
|
2020
Q4 | $3.14M | Buy |
22,237
+102
| +0.5% | +$13.8K | 0.54% | 18 |
|
|
2020
Q3 | $2.85M | Buy |
22,135
+57
| +0.3% | +$7.17K | 0.57% | 18 |
|
|
2020
Q2 | $2.59M | Buy |
22,078
+53
| +0.2% | +$6.03K | 0.55% | 18 |
|
|
2020
Q1 | $2.28M | Buy |
22,025
+65
| +0.3% | +$7.76K | 0.56% | 18 |
|
|
2019
Q4 | $2.74M | Sell |
21,960
-81
| -0.4% | -$9.8K | 0.51% | 18 |
|
|
2019
Q3 | $2.64M | Buy |
22,041
+47
| +0.2% | +$5.54K | 0.53% | 18 |
|
|
2019
Q2 | $2.53M | Buy |
21,994
+97
| +0.4% | +$10.9K | 0.51% | 18 |
|
|
2019
Q1 | $2.4M | Sell |
21,897
-147
| -0.7% | -$15.5K | 0.5% | 18 |
|
|
2018
Q4 | $2.16M | Buy |
22,044
+377
| +2% | +$39.3K | 0.51% | 18 |
|
|
2018
Q3 | $2.4M | Sell |
21,667
-537
| -2% | -$57.7K | 0.49% | 18 |
|
|
2018
Q2 | $2.26M | Buy |
22,204
+46
| +0.2% | +$4.69K | 0.48% | 18 |
|
|
2018
Q1 | $2.24M | Sell |
22,158
-1,722
| -7% | -$179K | 0.48% | 18 |
|
|
2017
Q4 | $2.44M | Sell |
23,880
-11,163
| -32% | -$1.1M | 0.52% | 18 |
|
|
2017
Q3 | $3.32M | Buy |
35,043
+149
| +0.4% | +$13.9K | 0.74% | 18 |
|
|
2017
Q2 | $3.23M | Sell |
34,894
-4,119
| -11% | -$378K | 0.7% | 18 |
|
|
2017
Q1 | $3.51M | Sell |
39,013
-5,004
| -11% | -$443K | 0.79% | 19 |
|
|
2016
Q4 | $3.75M | Buy |
44,017
+583
| +1% | +$49K | 0.88% | 19 |
|
|
2016
Q3 | $3.65M | Sell |
43,434
-640
| -1% | -$54.2K | 0.87% | 19 |
|
|
2016
Q2 | $3.67M | Sell |
44,074
-65
| -0.1% | -$5.31K | 0.91% | 19 |
|
|
2016
Q1 | $3.59M | Buy |
44,139
+105
| +0.2% | +$8.05K | 0.91% | 19 |
|
|
2015
Q4 | $3.42M | Sell |
44,034
-2,446
| -5% | -$191K | 0.88% | 19 |
|
|
2015
Q3 | $3.43M | Buy |
46,480
+554
| +1% | +$42.9K | 0.94% | 19 |
|
|
2015
Q2 | $3.61M | Hold |
45,926
| – | – | 0.93% | 17 |
|
|
2015
Q1 | $3.7M | Buy |
45,926
+13,645
| +42% | +$1.11M | 0.95% | 16 |
|
|
2014
Q4 | $2.62M | Buy |
32,281
+1,352
| +4% | +$107K | 0.76% | 17 |
|
|
2014
Q3 | $2.38M | Sell |
30,929
-1,135
| -4% | -$88K | 0.75% | 15 |
|
|
2014
Q2 | $2.5M | Buy |
32,064
+225
| +0.7% | +$17.2K | 0.77% | 14 |
|
|
2014
Q1 | $2.4M | Buy |
31,839
+192
| +0.6% | +$14.2K | 0.78% | 13 |
|
|
2013
Q4 | $2.38M | Buy |
31,647
+481
| +2% | +$35K | 0.79% | 14 |
|
|
2013
Q3 | $2.17M | Buy |
31,166
+564
| +2% | +$39K | 0.8% | 11 |
|
|
2013
Q2 | $2.03M | Buy |
+30,602
| New | +$2.05M | 0.78% | 11 |
|
Other funds holding VIG
Emery Howard Portfolio Management's VIG Position: Q4 2021 in Review
Emery Howard Portfolio Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q4 2021, selling an estimated $487K and leaving 22,099 shares worth $3.79M. The position accounts for 0.49% of the portfolio, ranked #18.
Emery Howard Portfolio Management first reported a position in VIG in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.96M in Q2 2021. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.
- Emery Howard Portfolio Management held 22,099 shares of Vanguard Dividend Appreciation ETF worth $3.79M as of Q4 2021.
- Emery Howard Portfolio Management sold 2,957 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $487K.
- Vanguard Dividend Appreciation ETF made up 0.49% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #18 holding.
- Emery Howard Portfolio Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 35 quarters since.
- Emery Howard Portfolio Management's Vanguard Dividend Appreciation ETF position peaked at $3.96M in Q2 2021.
- 1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.