Family 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 | $19.9M | Sell |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $16.9M | Sell |
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|
2023
Q4 | $15.9M | Sell |
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|
2023
Q3 | $16.5M | Sell |
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|
2023
Q2 | $19.2M | Sell |
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|
2023
Q1 | $18.4M | Sell |
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|
2022
Q4 | $28M | Buy |
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|
2022
Q3 | $23.3M | Buy |
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|
2022
Q2 | $14.8M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $8.52M | Buy |
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|
2020
Q4 | $7.3M | Buy |
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|
2020
Q3 | $6.33M | Sell |
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|
2020
Q2 | $6.24M | Buy |
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|
2020
Q1 | $4.19M | Sell |
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|
2019
Q4 | $6.47M | Sell |
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|
2019
Q3 | $6.21M | Buy |
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|
2019
Q2 | $5.94M | Buy |
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|
2019
Q1 | $4.38M | Buy |
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|
2018
Q4 | $3.33M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $295K | Sell |
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|
2015
Q4 | $296K | Sell |
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|
2015
Q3 | $521K | Buy |
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|
2015
Q2 | $404K | Buy |
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