Gerber Kawasaki Wealth & Investment 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 | $2.1M | Sell |
10,273
-378
| -4% | -$77.4K | 0.08% | 110 |
|
|
2025
Q1 | $2.07M | Buy |
10,651
+311
| +3% | +$60.3K | 0.09% | 107 |
|
|
2024
Q4 | $2.02M | Buy |
10,340
+2,926
| +39% | +$573K | 0.09% | 104 |
|
|
2024
Q3 | $1.47M | Sell |
7,414
-38
| -0.5% | -$7.53K | 0.07% | 117 |
|
|
2024
Q2 | $1.36M | Sell |
7,452
-342
| -4% | -$62.4K | 0.07% | 116 |
|
|
2024
Q1 | $1.42M | Buy |
7,794
+225
| +3% | +$41.1K | 0.08% | 119 |
|
|
2023
Q4 | $1.29M | Sell |
7,569
-939
| -11% | -$160K | 0.08% | 122 |
|
|
2023
Q3 | $1.32M | Sell |
8,508
-717
| -8% | -$111K | 0.09% | 112 |
|
|
2023
Q2 | $1.5M | Buy |
9,225
+1,366
| +17% | +$222K | 0.1% | 102 |
|
|
2023
Q1 | $1.21M | Sell |
7,859
-288
| -4% | -$44.4K | 0.1% | 118 |
|
|
2022
Q4 | $1.24M | Buy |
8,147
+65
| +0.8% | +$9.87K | 0.11% | 110 |
|
|
2022
Q3 | $1.09M | Buy |
8,082
+971
| +14% | +$131K | 0.1% | 109 |
|
|
2022
Q2 | $1.02M | Buy |
7,111
+526
| +8% | +$75.4K | 0.1% | 114 |
|
|
2022
Q1 | $1.07M | Buy |
6,585
+707
| +12% | +$115K | 0.09% | 108 |
|
|
2021
Q4 | $1.01M | Sell |
5,878
-387
| -6% | -$66.4K | 0.08% | 107 |
|
|
2021
Q3 | $962K | Buy |
6,265
+88
| +1% | +$13.5K | 0.12% | 71 |
|
|
2021
Q2 | $956K | Buy |
6,177
+516
| +9% | +$79.9K | 0.1% | 105 |
|
|
2021
Q1 | $832K | Buy |
5,661
+731
| +15% | +$107K | 0.1% | 99 |
|
|
2020
Q4 | $696K | Buy |
+4,930
| New | +$696K | 0.1% | 93 |
|
|
2020
Q3 | – | Sell |
-4,609
| Closed | -$540K | – | 146 |
|
|
2020
Q2 | $540K | Sell |
4,609
-1,539
| -25% | -$180K | 0.12% | 81 |
|
|
2020
Q1 | $635K | Buy |
6,148
+993
| +19% | +$103K | 0.18% | 74 |
|
|
2019
Q4 | $642K | Buy |
5,155
+104
| +2% | +$13K | 0.16% | 74 |
|
|
2019
Q3 | $604K | Buy |
5,051
+1,675
| +50% | +$200K | 0.17% | 68 |
|
|
2019
Q2 | $388K | Buy |
3,376
+879
| +35% | +$101K | 0.11% | 82 |
|
|
2019
Q1 | $273K | Sell |
2,497
-42
| -2% | -$4.59K | 0.08% | 97 |
|
|
2018
Q4 | $248K | Buy |
2,539
+33
| +1% | +$3.22K | 0.09% | 91 |
|
|
2018
Q3 | $278K | Buy |
+2,506
| New | +$278K | 0.08% | 99 |
|