Icon Wealth Partners’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
2023
Q3
$470K Hold
2023
Q2
$491K Hold
2023
Q1
$465K Buy
2022
Q2
$434K Hold
2022
Q1
$490K Hold
2021
Q4
$519K Buy
2021
Q3
$445K Sell
2021
Q2
$495K Hold
2021
Q1
$470K Hold
2020
Q4
$451K Hold
2020
Q3
$411K Hold
2020
Q2
$375K Hold
2020
Q1
$331K Hold
2019
Q4
$399K Hold
2019
Q3
$382K Hold
2019
Q2
$368K Sell
2019
Q1
$363K Hold
2018
Q4
$324K Hold
2018
Q3
$366K Buy
2018
Q2
$325K Hold
2018
Q1
$323K Hold
2017
Q4
$326K Buy