Kingsview Wealth 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 | $17.3M | Sell |
84,423
-823
| -1% | -$168K | 0.29% | 59 |
|
|
2025
Q1 | $16.5M | Buy |
85,246
+675
| +0.8% | +$131K | 0.31% | 56 |
|
|
2024
Q4 | $16.6M | Sell |
84,571
-94
| -0.1% | -$18.4K | 0.32% | 57 |
|
|
2024
Q3 | $16.8M | Buy |
84,665
+244
| +0.3% | +$48.3K | 0.35% | 54 |
|
|
2024
Q2 | $15.4M | Buy |
84,421
+6,804
| +9% | +$1.24M | 0.36% | 50 |
|
|
2024
Q1 | $14.2M | Buy |
77,617
+6,300
| +9% | +$1.15M | 0.36% | 56 |
|
|
2023
Q4 | $12.2M | Sell |
71,317
-2,337
| -3% | -$398K | 0.36% | 59 |
|
|
2023
Q3 | $11.4M | Buy |
73,654
+7,241
| +11% | +$1.13M | 0.41% | 57 |
|
|
2023
Q2 | $10.8M | Sell |
66,413
-6,167
| -8% | -$1M | 0.42% | 47 |
|
|
2023
Q1 | $11.2M | Sell |
72,580
-2,664
| -4% | -$410K | 0.47% | 49 |
|
|
2022
Q4 | $11.4M | Buy |
75,244
+3,202
| +4% | +$486K | 0.5% | 39 |
|
|
2022
Q3 | $9.74M | Sell |
72,042
-16,629
| -19% | -$2.25M | 0.46% | 47 |
|
|
2022
Q2 | $12.7M | Sell |
88,671
-6,164
| -6% | -$884K | 0.61% | 28 |
|
|
2022
Q1 | $15.4M | Buy |
94,835
+2,986
| +3% | +$484K | 0.68% | 21 |
|
|
2021
Q4 | $15.8M | Buy |
91,849
+2,653
| +3% | +$456K | 0.66% | 29 |
|
|
2021
Q3 | $13.7M | Buy |
89,196
+3,122
| +4% | +$480K | 0.65% | 26 |
|
|
2021
Q2 | $13.4M | Buy |
86,074
+4,688
| +6% | +$730K | 0.66% | 26 |
|
|
2021
Q1 | $12.1M | Buy |
81,386
+8,475
| +12% | +$1.26M | 0.68% | 27 |
|
|
2020
Q4 | $10.3M | Buy |
72,911
+18,368
| +34% | +$2.59M | 0.75% | 23 |
|
|
2020
Q3 | $7.02M | Buy |
54,543
+676
| +1% | +$87K | 0.63% | 30 |
|
|
2020
Q2 | $6.31M | Buy |
53,867
+1,296
| +2% | +$152K | 0.63% | 29 |
|
|
2020
Q1 | $5.44M | Buy |
52,571
+9,530
| +22% | +$985K | 0.73% | 28 |
|
|
2019
Q4 | $5.37M | Buy |
43,041
+426
| +1% | +$53.1K | 0.67% | 30 |
|
|
2019
Q3 | $5.1M | Buy |
42,615
+7,896
| +23% | +$944K | 0.8% | 25 |
|
|
2019
Q2 | $4M | Buy |
34,719
+1,794
| +5% | +$207K | 0.67% | 37 |
|
|
2019
Q1 | $3.61M | Buy |
32,925
+2,747
| +9% | +$301K | 0.55% | 46 |
|
|
2018
Q4 | $2.96M | Buy |
30,178
+6,043
| +25% | +$592K | 0.65% | 40 |
|
|
2018
Q3 | $2.67M | Buy |
24,135
+7,183
| +42% | +$795K | 0.54% | 51 |
|
|
2018
Q2 | $1.72M | Buy |
16,952
+1,429
| +9% | +$145K | 0.41% | 74 |
|
|
2018
Q1 | $1.57M | Buy |
15,523
+2,038
| +15% | +$206K | 0.39% | 75 |
|
|
2017
Q4 | $1.38M | Buy |
13,485
+4,298
| +47% | +$439K | 0.49% | 51 |
|
|
2017
Q3 | $871K | Buy |
9,187
+4,696
| +105% | +$445K | 0.38% | 79 |
|
|
2017
Q2 | $416K | Buy |
4,491
+202
| +5% | +$18.7K | 0.21% | 143 |
|
|
2017
Q1 | $386K | Buy |
+4,289
| New | +$386K | 0.23% | 135 |
|