Essex Financial Services’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 | $12.5M | Buy |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.61M | Sell |
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|
2023
Q3 | $8.85M | Sell |
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|
2023
Q2 | $9.42M | Buy |
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|
2023
Q1 | $8.38M | Sell |
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|
2022
Q4 | $8.72M | Sell |
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|
2022
Q3 | $8.14M | Sell |
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|
2022
Q2 | $8.82M | Sell |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $7.39M | Buy |
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|
2021
Q3 | $6.15M | Buy |
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|
2021
Q2 | $5.16M | Hold |
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|
2021
Q1 | $5.16M | Buy |
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|
2020
Q4 | $4.34M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $858K | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $410K | Sell |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $465K | Sell |
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|
2018
Q4 | $697K | Buy |
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|
2018
Q3 | $432K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.52M | Sell |
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|
2017
Q1 | $1.98M | Buy |
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|
2016
Q4 | $1.6M | Buy |
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|
2016
Q3 | $1.53M | Buy |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.34M | Buy |
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|
2015
Q1 | $1.28M | Buy |
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|
2014
Q4 | $1.23M | Hold |
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|
2014
Q3 | $1.16M | Sell |
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|
2014
Q2 | $1.18M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $855K | Buy |
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|
2013
Q3 | $614 | Buy |
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|
2013
Q2 | $346K | Buy |
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