GeoWealth 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
Q3 | $137K | Sell |
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|
2025
Q2 | $151K | Buy |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $5.73M | Buy |
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|
2023
Q2 | $249K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.22M | Sell |
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|
2021
Q4 | $34.4M | Buy |
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|
2021
Q3 | $10.3M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $151K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $484K | Buy |
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