Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $398K | Sell |
1,683
-932
| -36% | -$214K | 0.01% | 381 |
|
|
2026
Q1 | $562K | Buy |
2,615
+16
| +0.6% | +$3.57K | 0.01% | 344 |
|
|
2025
Q4 | $571K | Buy |
2,599
+558
| +27% | +$122K | 0.01% | 274 |
|
|
2025
Q3 | $440K | Buy |
+2,041
| New | +$429K | 0.01% | 308 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$54.8K | – | 1254 |
|
|
2024
Q2 | $54.8K | Buy |
300
+32
| +12% | +$5.76K | ﹤0.01% | 486 |
|
|
2024
Q1 | $48.9K | Sell |
268
-363
| -58% | -$63.8K | ﹤0.01% | 434 |
|
|
2023
Q4 | $108K | Sell |
631
-219
| -26% | -$35.2K | ﹤0.01% | 416 |
|
|
2023
Q3 | $132K | Sell |
850
-1,738
| -67% | -$282K | ﹤0.01% | 358 |
|
|
2023
Q2 | $420K | Sell |
2,588
-147
| -5% | -$23K | 0.01% | 249 |
|
|
2023
Q1 | $421K | Buy |
2,735
+447
| +20% | +$68.5K | 0.01% | 243 |
|
|
2022
Q4 | $347K | Sell |
2,288
-1,735
| -43% | -$259K | 0.01% | 262 |
|
|
2022
Q3 | $544K | Buy |
4,023
+2
| +0% | +$298 | 0.02% | 203 |
|
|
2022
Q2 | $577K | Sell |
4,021
-91
| -2% | -$13.8K | 0.02% | 201 |
|
|
2022
Q1 | $667K | Sell |
4,112
-80
| -2% | -$12.9K | 0.02% | 195 |
|
|
2021
Q4 | $720K | Sell |
4,192
-823
| -16% | -$136K | 0.02% | 184 |
|
|
2021
Q3 | $770K | Buy |
5,015
+2
| +0% | +$319 | 0.02% | 183 |
|
|
2021
Q2 | $776K | Buy |
5,013
+1,442
| +40% | +$221K | 0.02% | 179 |
|
|
2021
Q1 | $525K | Buy |
3,571
+1,701
| +91% | +$242K | 0.02% | 213 |
|
|
2020
Q4 | $241K | Hold |
1,870
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $241K | Buy |
1,870
+40
| +2% | +$5.03K | 0.01% | 240 |
|
|
2020
Q2 | $214K | Hold |
1,830
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $189K | Buy |
1,830
+271
| +17% | +$32.3K | 0.01% | 235 |
|
|
2019
Q4 | $194K | Buy |
1,559
+431
| +38% | +$52.1K | 0.01% | 261 |
|
|
2019
Q3 | $135K | Sell |
1,128
-733
| -39% | -$86.5K | 0.01% | 276 |
|
|
2019
Q2 | $214K | Buy |
1,861
+1,244
| +202% | +$140K | 0.01% | 256 |
|
|
2019
Q1 | $68K | Sell |
617
-675
| -52% | -$71.1K | ﹤0.01% | 310 |
|
|
2018
Q4 | $127K | Buy |
1,292
+315
| +32% | +$32.9K | 0.01% | 250 |
|
|
2018
Q3 | $108K | Sell |
977
-619
| -39% | -$66.5K | 0.01% | 277 |
|
|
2018
Q2 | $162K | Buy |
1,596
+334
| +26% | +$34K | 0.01% | 242 |
|
|
2018
Q1 | $128K | Buy |
1,262
+703
| +126% | +$72.9K | 0.01% | 261 |
|
|
2017
Q4 | $57K | Buy |
+559
| New | +$55K | ﹤0.01% | 337 |
|
|
2017
Q3 | – | Sell |
-380
| Closed | -$35K | – | 695 |
|
|
2017
Q2 | $35K | Buy |
380
+21
| +6% | +$1.93K | ﹤0.01% | 343 |
|
|
2017
Q1 | $32K | Sell |
359
-700
| -66% | -$62K | ﹤0.01% | 357 |
|
|
2016
Q4 | $90K | Buy |
1,059
+901
| +570% | +$75.8K | 0.01% | 220 |
|
|
2016
Q3 | $13K | Buy |
158
+100
| +172% | +$8.48K | ﹤0.01% | 417 |
|
|
2016
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 522 |
|
|
2016
Q1 | $5K | Hold |
58
| – | – | ﹤0.01% | 539 |
|
|
2015
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 497 |
|
|
2015
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 479 |
|
|
2015
Q2 | $5K | Buy |
58
+20
| +53% | +$1.62K | ﹤0.01% | 473 |
|
|
2015
Q1 | $3K | Sell |
38
-6
| -14% | -$487 | ﹤0.01% | 522 |
|
|
2014
Q4 | $4K | Sell |
44
-194
| -82% | -$15.3K | ﹤0.01% | 436 |
|
|
2014
Q3 | $18K | Sell |
238
-13
| -5% | -$1.01K | ﹤0.01% | 287 |
|
|
2014
Q2 | $20K | Hold |
251
| – | – | ﹤0.01% | 288 |
|
|
2014
Q1 | $19K | Sell |
251
-48
| -16% | -$3.54K | ﹤0.01% | 291 |
|
|
2013
Q4 | $22K | Sell |
299
-25
| -8% | -$1.82K | 0.01% | 295 |
|
|
2013
Q3 | $23K | Sell |
324
-2,705
| -89% | -$187K | 0.01% | 221 |
|
|
2013
Q2 | $200K | Buy |
+3,029
| New | +$203K | 0.08% | 108 |
|
Other funds holding VIG
HWM
Gradient Investments's VIG Position: Q2 2026 in Review
Gradient Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 36% in Q2 2026, selling an estimated $214K and leaving 1,683 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #381.
Gradient Investments first reported a position in VIG in Q2 2013 and has held it in 48 quarters since. The position peaked at $776K in Q2 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Gradient Investments held 1,683 shares of Vanguard Dividend Appreciation ETF worth $398K as of Q2 2026.
- Gradient Investments sold 932 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $214K.
- Vanguard Dividend Appreciation ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #381 holding.
- Gradient Investments first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 48 quarters since.
- Gradient Investments's Vanguard Dividend Appreciation ETF position peaked at $776K in Q2 2021.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.