Evercore Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Hold |
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|
2025
Q1 | $2.4M | Hold |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.03M | Hold |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.94M | Hold |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.75M | Hold |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.38M | Hold |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $6.73M | Sell |
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|
2021
Q4 | $7.13M | Sell |
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|
2021
Q3 | $6.41M | Sell |
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|
2021
Q2 | $7.06M | Sell |
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|
2021
Q1 | $7.26M | Buy |
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|
2020
Q4 | $6.63M | Buy |
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|
2020
Q3 | $4.32M | Buy |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $4.54M | Buy |
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|
2019
Q4 | $5.16M | Buy |
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|
2019
Q3 | $4.6M | Buy |
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|
2019
Q2 | $3.49M | Buy |
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|
2019
Q1 | $2.12M | Buy |
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|
2018
Q4 | $798K | Hold |
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|
2018
Q3 | $902K | Sell |
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|
2018
Q2 | $966K | Buy |
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|
2018
Q1 | $723K | Sell |
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|
2017
Q4 | $736K | Buy |
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|
2017
Q3 | $683K | Hold |
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|
2017
Q2 | $668K | Hold |
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|
2017
Q1 | $648K | Buy |
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|
2016
Q4 | $597K | Buy |
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|
2016
Q3 | $443K | Sell |
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|
2016
Q2 | $448K | Buy |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $283K | Sell |
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|
2015
Q3 | $316K | Hold |
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|
2015
Q2 | $336K | Hold |
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|
2015
Q1 | $344K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $122K | Hold |
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|
2014
Q2 | $124K | Hold |
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|
2014
Q1 | $120K | Buy |
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|
2013
Q4 | $105K | Buy |
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|
2013
Q3 | $89K | Hold |
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|
2013
Q2 | $86K | Buy |
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