Kovitz Investment Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.84M | Buy |
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|
2025
Q2 | $7.04M | Buy |
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|
2025
Q1 | $6.27M | Buy |
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|
2024
Q4 | $5.91M | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $4.43M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $885K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $496K | Sell |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $885K | Buy |
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|
2020
Q3 | $781K | Hold |
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|
2020
Q2 | $712K | Buy |
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|
2020
Q1 | $600K | Buy |
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|
2019
Q4 | $678K | Buy |
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