Klingman & Associates’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 | $1.47M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $946K | Buy |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $865K | Buy |
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|
2021
Q4 | $743K | Sell |
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|
2021
Q3 | $693K | Buy |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $662K | Buy |
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|
2020
Q4 | $600K | Sell |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $535K | Sell |
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|
2020
Q1 | $668K | Buy |
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|
2019
Q4 | $780K | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $892K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $922K | Buy |
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|
2018
Q1 | $903K | Buy |
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|
2017
Q4 | $911K | Sell |
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|
2017
Q3 | $864K | Sell |
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|
2017
Q2 | $853K | Sell |
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|
2017
Q1 | $849K | Hold |
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|
2016
Q4 | $804K | Buy |
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|
2016
Q3 | $791K | Buy |
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|
2016
Q2 | $784K | Buy |
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|
2016
Q1 | $764K | Buy |
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|
2015
Q4 | $661K | Sell |
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|
2015
Q3 | $868K | Buy |
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|
2015
Q2 | $921K | Hold |
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|
2015
Q1 | $943K | Sell |
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|
2014
Q4 | $1.05M | Buy |
|