Evermay Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
511
-23
| -4% | -$4.71K | 0.01% | 263 |
|
|
2025
Q1 | $104K | Hold |
534
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $105K | Hold |
534
| – | – | 0.02% | 255 |
|
|
2024
Q3 | $106K | Hold |
534
| – | – | 0.02% | 264 |
|
|
2024
Q2 | $97.6K | Hold |
534
| – | – | 0.02% | 272 |
|
|
2024
Q1 | $97.5K | Hold |
534
| – | – | 0.01% | 279 |
|
|
2023
Q4 | $91K | Hold |
534
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $83.1K | Buy |
534
+308
| +136% | +$47.9K | 0.02% | 253 |
|
|
2023
Q2 | $36.8K | Buy |
226
+29
| +15% | +$4.73K | 0.01% | 335 |
|
|
2023
Q1 | $30.3K | Sell |
197
-215
| -52% | -$33.1K | 0.01% | 341 |
|
|
2022
Q4 | $62.6K | Sell |
412
-145
| -26% | -$22K | 0.01% | 276 |
|
|
2022
Q3 | $75K | Buy |
557
+66
| +13% | +$8.89K | 0.01% | 245 |
|
|
2022
Q2 | $70K | Buy |
491
+309
| +170% | +$44.1K | 0.01% | 249 |
|
|
2022
Q1 | $30K | Buy |
+182
| New | +$30K | 0.01% | 340 |
|
|
2021
Q4 | – | Sell |
-43
| Closed | -$7K | – | 534 |
|
|
2021
Q3 | $7K | Buy |
43
+11
| +34% | +$1.79K | ﹤0.01% | 403 |
|
|
2021
Q2 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 453 |
|
|
2014
Q1 | – | Sell |
-6,805
| Closed | -$512K | – | 69 |
|
|
2013
Q4 | $512K | Buy |
+6,805
| New | +$512K | 0.71% | 21 |
|