EWA
EP Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Buy |
160,228
+18,688
| +13% | +$3.82M | 0.22% | 80 |
|
|
2025
Q1 | $27.5M | Buy |
141,540
+18,348
| +15% | +$3.56M | 0.22% | 86 |
|
|
2024
Q4 | $24.1M | Sell |
123,192
-9,611
| -7% | -$1.88M | 0.2% | 94 |
|
|
2024
Q3 | $26.3M | Buy |
132,803
+1,300
| +1% | +$257K | 0.23% | 88 |
|
|
2024
Q2 | $24M | Buy |
131,503
+4,113
| +3% | +$751K | 0.26% | 81 |
|
|
2024
Q1 | $23.3M | Buy |
127,390
+14,843
| +13% | +$2.71M | 0.27% | 81 |
|
|
2023
Q4 | $19.2M | Buy |
112,547
+2,856
| +3% | +$487K | 0.24% | 80 |
|
|
2023
Q3 | $17M | Buy |
109,691
+90,094
| +460% | +$14M | 0.26% | 76 |
|
|
2023
Q2 | $18.9M | Sell |
19,597
-5,566
| -22% | -$5.37M | 0.27% | 73 |
|
|
2023
Q1 | $6M | Sell |
25,163
-95,227
| -79% | -$22.7M | 0.1% | 120 |
|
|
2022
Q4 | $18.3M | Sell |
120,390
-13,726
| -10% | -$2.08M | 0.33% | 67 |
|
|
2022
Q3 | $18.1M | Buy |
134,116
+1,640
| +1% | +$222K | 0.41% | 58 |
|
|
2022
Q2 | $19M | Buy |
132,476
+1,596
| +1% | +$229K | 0.43% | 57 |
|
|
2022
Q1 | $21.2M | Sell |
130,880
-1,030
| -0.8% | -$167K | 0.47% | 56 |
|
|
2021
Q4 | $22.7M | Sell |
131,910
-4,852
| -4% | -$833K | 0.54% | 46 |
|
|
2021
Q3 | $21M | Sell |
136,762
-53,894
| -28% | -$8.28M | 0.58% | 45 |
|
|
2021
Q2 | $29.5M | Sell |
190,656
-1,543
| -0.8% | -$239K | 0.82% | 28 |
|
|
2021
Q1 | $28.3M | Buy |
192,199
+157,003
| +446% | +$23.1M | 0.9% | 26 |
|
|
2020
Q4 | $4.97M | Buy |
35,196
+310
| +0.9% | +$43.8K | 0.17% | 73 |
|
|
2020
Q3 | $4.49M | Buy |
34,886
+1,839
| +6% | +$237K | 0.19% | 69 |
|
|
2020
Q2 | $3.87M | Sell |
33,047
-2,418
| -7% | -$283K | 0.17% | 84 |
|
|
2020
Q1 | $3.67M | Buy |
35,465
+7,826
| +28% | +$809K | 0.18% | 86 |
|
|
2019
Q4 | $3.45M | Sell |
27,639
-712
| -3% | -$88.7K | 0.14% | 99 |
|
|
2019
Q3 | $3.39M | Buy |
28,351
+10,068
| +55% | +$1.2M | 0.17% | 75 |
|
|
2019
Q2 | $2.11M | Buy |
+18,283
| New | +$2.11M | 0.13% | 83 |
|
|
2019
Q1 | – | Sell |
-19,200
| Closed | -$1.88M | – | 275 |
|
|
2018
Q4 | $1.88M | Sell |
19,200
-29
| -0.2% | -$2.84K | 0.15% | 84 |
|
|
2018
Q3 | $2.13M | Buy |
19,229
+2,412
| +14% | +$267K | 0.17% | 71 |
|
|
2018
Q2 | $1.71M | Buy |
16,817
+262
| +2% | +$26.6K | 0.16% | 69 |
|
|
2018
Q1 | $1.67M | Buy |
16,555
+13,403
| +425% | +$1.35M | 0.16% | 74 |
|
|
2017
Q4 | $322K | Buy |
3,152
+347
| +12% | +$35.4K | 0.03% | 139 |
|
|
2017
Q3 | $266K | Sell |
2,805
-1,612
| -36% | -$153K | 0.03% | 143 |
|
|
2017
Q2 | $409K | Buy |
4,417
+1,737
| +65% | +$161K | 0.05% | 116 |
|
|
2017
Q1 | $241K | Sell |
2,680
-955
| -26% | -$85.9K | 0.03% | 139 |
|
|
2016
Q4 | $310K | Buy |
3,635
+905
| +33% | +$77.2K | 0.05% | 106 |
|
|
2016
Q3 | $229K | Sell |
2,730
-211
| -7% | -$17.7K | 0.04% | 123 |
|
|
2016
Q2 | $245K | Sell |
2,941
-2,589
| -47% | -$216K | 0.04% | 108 |
|
|
2016
Q1 | $449K | Sell |
5,530
-4,196
| -43% | -$341K | 0.07% | 88 |
|
|
2015
Q4 | $756K | Sell |
9,726
-3,460
| -26% | -$269K | 0.13% | 77 |
|
|
2015
Q3 | $972K | Buy |
13,186
+56
| +0.4% | +$4.13K | 0.19% | 59 |
|
|
2015
Q2 | $1.03M | Sell |
13,130
-20,762
| -61% | -$1.63M | 0.19% | 48 |
|
|
2015
Q1 | $2.73M | Buy |
+33,892
| New | +$2.73M | 0.51% | 41 |
|