ECM
Evergreen Capital 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 | $14M | Buy |
68,243
+1,521
| +2% | +$313K | 0.42% | 63 |
|
|
2025
Q1 | $12.9M | Sell |
66,722
-1,499
| -2% | -$291K | 0.43% | 55 |
|
|
2024
Q4 | $13.4M | Sell |
68,221
-490
| -0.7% | -$96K | 0.43% | 59 |
|
|
2024
Q3 | $13.7M | Buy |
68,711
+2,197
| +3% | +$437K | 0.46% | 55 |
|
|
2024
Q2 | $12.2M | Sell |
66,514
-380
| -0.6% | -$69.7K | 0.44% | 58 |
|
|
2024
Q1 | $12.2M | Buy |
66,894
+183
| +0.3% | +$33.4K | 0.46% | 56 |
|
|
2023
Q4 | $11.4M | Sell |
66,711
-3,429
| -5% | -$584K | 0.46% | 56 |
|
|
2023
Q3 | $11M | Buy |
70,140
+3,236
| +5% | +$505K | 0.48% | 51 |
|
|
2023
Q2 | $10.9M | Sell |
66,904
-580
| -0.9% | -$94.5K | 0.46% | 55 |
|
|
2023
Q1 | $10.4M | Buy |
67,484
+946
| +1% | +$146K | 0.47% | 55 |
|
|
2022
Q4 | $10.1M | Sell |
66,538
-22,258
| -25% | -$3.38M | 0.48% | 57 |
|
|
2022
Q3 | $12M | Sell |
88,796
-8,628
| -9% | -$1.17M | 0.63% | 33 |
|
|
2022
Q2 | $14M | Sell |
97,424
-2,033
| -2% | -$292K | 0.73% | 32 |
|
|
2022
Q1 | $16.1M | Buy |
99,457
+29,266
| +42% | +$4.75M | 0.66% | 34 |
|
|
2021
Q4 | $12.1M | Sell |
70,191
-912
| -1% | -$157K | 0.48% | 53 |
|
|
2021
Q3 | $10.9M | Buy |
71,103
+161
| +0.2% | +$24.7K | 0.49% | 50 |
|
|
2021
Q2 | $11M | Buy |
70,942
+560
| +0.8% | +$86.7K | 0.53% | 43 |
|
|
2021
Q1 | $10.4M | Buy |
70,382
+583
| +0.8% | +$85.7K | 0.53% | 51 |
|
|
2020
Q4 | $9.85M | Sell |
69,799
-868
| -1% | -$123K | 0.58% | 40 |
|
|
2020
Q3 | $9.09M | Sell |
70,667
-15,268
| -18% | -$1.96M | 0.63% | 38 |
|
|
2020
Q2 | $10.1M | Sell |
85,935
-1,418
| -2% | -$166K | 0.76% | 35 |
|
|
2020
Q1 | $9.03M | Buy |
87,353
+51,353
| +143% | +$5.31M | 0.84% | 32 |
|
|
2019
Q4 | $4.49M | Sell |
36,000
-2,415
| -6% | -$301K | 0.37% | 65 |
|
|
2019
Q3 | $4.59M | Buy |
38,415
+7
| +0% | +$837 | 0.43% | 63 |
|
|
2019
Q2 | $4.42M | Sell |
38,408
-289
| -0.7% | -$33.3K | 0.42% | 59 |
|
|
2019
Q1 | $4.24M | Buy |
38,697
+569
| +1% | +$62.4K | 0.43% | 60 |
|
|
2018
Q4 | $3.74M | Buy |
38,128
+6,926
| +22% | +$678K | 0.39% | 64 |
|
|
2018
Q3 | $3.45M | Buy |
31,202
+12
| +0% | +$1.33K | 0.31% | 77 |
|
|
2018
Q2 | $3.17M | Buy |
31,190
+8
| +0% | +$813 | 0.3% | 80 |
|
|
2018
Q1 | $3.15M | Sell |
31,182
-4,170
| -12% | -$421K | 0.3% | 80 |
|
|
2017
Q4 | $3.61M | Buy |
35,352
+11
| +0% | +$1.12K | 0.36% | 71 |
|
|
2017
Q3 | $3.35M | Buy |
35,341
+31,619
| +850% | +$3M | 0.39% | 69 |
|
|
2017
Q2 | $345K | Buy |
+3,722
| New | +$345K | 0.06% | 113 |
|
|
2017
Q1 | – | Sell |
-5,020
| Closed | -$428K | – | 115 |
|
|
2016
Q4 | $428K | Buy |
5,020
+14
| +0.3% | +$1.19K | 0.08% | 94 |
|
|
2016
Q3 | $420K | Sell |
5,006
-42,754
| -90% | -$3.59M | 0.08% | 85 |
|
|
2016
Q2 | $3.98M | Sell |
47,760
-1,380
| -3% | -$115K | 0.86% | 35 |
|
|
2016
Q1 | $3.99M | Sell |
49,140
-674
| -1% | -$54.8K | 0.92% | 32 |
|
|
2015
Q4 | $3.87M | Sell |
49,814
-758
| -1% | -$58.9K | 0.93% | 31 |
|
|
2015
Q3 | $3.73M | Sell |
50,572
-38,978
| -44% | -$2.87M | 0.97% | 31 |
|
|
2015
Q2 | $7.04M | Sell |
89,550
-4,725
| -5% | -$371K | 1.73% | 19 |
|
|
2015
Q1 | $7.59M | Buy |
94,275
+2,505
| +3% | +$202K | 1.67% | 19 |
|
|
2014
Q4 | $7.06M | Sell |
91,770
-90
| -0.1% | -$6.93K | 1.39% | 19 |
|
|
2014
Q3 | $7.07M | Buy |
91,860
+1,375
| +2% | +$106K | 1.38% | 19 |
|
|
2014
Q2 | $7.05M | Buy |
+90,485
| New | +$7.05M | 1.39% | 21 |
|