EWM
Empirical Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
11,344
-1,008
| -8% | -$206K | 0.05% | 215 |
|
|
2025
Q1 | $2.4M | Buy |
12,352
+2,042
| +20% | +$396K | 0.06% | 192 |
|
|
2024
Q4 | $2.02M | Sell |
10,310
-282
| -3% | -$55.2K | 0.05% | 194 |
|
|
2024
Q3 | $2.1M | Sell |
10,592
-757
| -7% | -$150K | 0.06% | 180 |
|
|
2024
Q2 | $2.07M | Sell |
11,349
-384
| -3% | -$70.1K | 0.06% | 176 |
|
|
2024
Q1 | $2.14M | Buy |
11,733
+2,675
| +30% | +$488K | 0.06% | 171 |
|
|
2023
Q4 | $1.54M | Buy |
9,058
+153
| +2% | +$26.1K | 0.05% | 193 |
|
|
2023
Q3 | $1.38M | Sell |
8,905
-178
| -2% | -$27.7K | 0.05% | 194 |
|
|
2023
Q2 | $1.48M | Sell |
9,083
-1,409
| -13% | -$229K | 0.06% | 185 |
|
|
2023
Q1 | $1.62M | Buy |
10,492
+166
| +2% | +$25.6K | 0.07% | 164 |
|
|
2022
Q4 | $1.57M | Buy |
10,326
+3,046
| +42% | +$463K | 0.07% | 156 |
|
|
2022
Q3 | $984K | Sell |
7,280
-265
| -4% | -$35.8K | 0.05% | 199 |
|
|
2022
Q2 | $1.08M | Sell |
7,545
-3,198
| -30% | -$459K | 0.06% | 188 |
|
|
2022
Q1 | $1.74M | Buy |
10,743
+2,514
| +31% | +$408K | 0.09% | 144 |
|
|
2021
Q4 | $1.41M | Buy |
8,229
+407
| +5% | +$69.9K | 0.07% | 165 |
|
|
2021
Q3 | $1.2M | Buy |
7,822
+1,771
| +29% | +$272K | 0.07% | 166 |
|
|
2021
Q2 | $937K | Sell |
6,051
-58
| -0.9% | -$8.98K | 0.06% | 199 |
|
|
2021
Q1 | $898K | Sell |
6,109
-941
| -13% | -$138K | 0.07% | 168 |
|
|
2020
Q4 | $995K | Sell |
7,050
-181
| -3% | -$25.5K | 0.08% | 152 |
|
|
2020
Q3 | $930K | Sell |
7,231
-84
| -1% | -$10.8K | 0.08% | 144 |
|
|
2020
Q2 | $857K | Sell |
7,315
-559
| -7% | -$65.5K | 0.08% | 142 |
|
|
2020
Q1 | $814K | Sell |
7,874
-570
| -7% | -$58.9K | 0.09% | 128 |
|
|
2019
Q4 | $1.05M | Sell |
8,444
-573
| -6% | -$71.5K | 0.12% | 116 |
|
|
2019
Q3 | $1.08M | Buy |
9,017
+472
| +6% | +$56.4K | 0.13% | 108 |
|
|
2019
Q2 | $984K | Sell |
8,545
-283
| -3% | -$32.6K | 0.13% | 101 |
|
|
2019
Q1 | $968K | Sell |
8,828
-550
| -6% | -$60.3K | 0.14% | 91 |
|
|
2018
Q4 | $919K | Sell |
9,378
-135
| -1% | -$13.2K | 0.16% | 78 |
|
|
2018
Q3 | $1.05M | Buy |
9,513
+2,397
| +34% | +$265K | 0.19% | 64 |
|
|
2018
Q2 | $723K | Buy |
7,116
+29
| +0.4% | +$2.95K | 0.14% | 84 |
|
|
2018
Q1 | $716K | Buy |
7,087
+209
| +3% | +$21.1K | 0.14% | 78 |
|
|
2017
Q4 | $702K | Sell |
6,878
-1,012
| -13% | -$103K | 0.15% | 71 |
|
|
2017
Q3 | $748K | Buy |
7,890
+897
| +13% | +$85K | 0.17% | 67 |
|
|
2017
Q2 | $648K | Sell |
6,993
-415
| -6% | -$38.5K | 0.16% | 70 |
|
|
2017
Q1 | $666K | Sell |
7,408
-260
| -3% | -$23.4K | 0.17% | 65 |
|
|
2016
Q4 | $653K | Buy |
7,668
+1,775
| +30% | +$151K | 0.16% | 66 |
|
|
2016
Q3 | $495K | Sell |
5,893
-20
| -0.3% | -$1.68K | 0.13% | 70 |
|
|
2016
Q2 | $492K | Sell |
5,913
-780
| -12% | -$64.9K | 0.13% | 68 |
|
|
2016
Q1 | $544K | Sell |
6,693
-765
| -10% | -$62.2K | 0.13% | 67 |
|
|
2015
Q4 | $580K | Buy |
+7,458
| New | +$580K | 0.14% | 67 |
|