EverSource 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
Q3 | $25.6M | Buy |
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|
2025
Q2 | $22.1M | Sell |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $22.4M | Sell |
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|
2024
Q3 | $24.7M | Buy |
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|
2024
Q2 | $23.7M | Buy |
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|
2024
Q1 | $21.7M | Buy |
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|
2023
Q4 | $20.6M | Buy |
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|
2023
Q3 | $18.7M | Sell |
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|
2023
Q2 | $19.8M | Sell |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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