EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Buy |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | $24.1M | Sell |
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|
2024
Q3 | $26.3M | Buy |
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|
2024
Q2 | $24M | Buy |
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|
2024
Q1 | $23.3M | Buy |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $6M | Sell |
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|
2022
Q4 | $18.3M | Sell |
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|
2022
Q3 | $18.1M | Buy |
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|
2022
Q2 | $19M | Buy |
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|
2022
Q1 | $21.2M | Sell |
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|
2021
Q4 | $22.7M | Sell |
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|
2021
Q3 | $21M | Sell |
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|
2021
Q2 | $29.5M | Sell |
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|
2021
Q1 | $28.3M | Buy |
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|
2020
Q4 | $4.97M | Buy |
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|
2020
Q3 | $4.49M | Buy |
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|
2020
Q2 | $3.87M | Sell |
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|
2020
Q1 | $3.67M | Buy |
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|
2019
Q4 | $3.44M | Sell |
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|
2019
Q3 | $3.39M | Buy |
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|
2019
Q2 | $2.11M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $2.13M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $322K | Buy |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $310K | Buy |
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|
2016
Q3 | $229K | Sell |
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|
2016
Q2 | $245K | Sell |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $756K | Sell |
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|
2015
Q3 | $972K | Buy |
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|
2015
Q2 | $1.03M | Sell |
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|
2015
Q1 | $2.73M | Buy |
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