Laird Norton Wetherby Wealth Management’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 | $4.2M | Sell |
19,463
-928
| -5% | -$195K | 0.17% | 107 |
|
|
2025
Q2 | $4.17M | Buy |
+20,391
| New | +$3.95M | 0.19% | 100 |
|
|
2024
Q4 | $4.01M | Buy |
20,461
+325
| +2% | +$64.9K | 0.19% | 89 |
|
|
2024
Q3 | $3.99M | Buy |
20,136
+40
| +0.2% | +$7.62K | 0.18% | 99 |
|
|
2024
Q2 | $3.67M | Buy |
20,096
+108
| +0.5% | +$19.4K | 0.17% | 102 |
|
|
2024
Q1 | $3.65M | Buy |
19,988
+34
| +0.2% | +$5.97K | 0.17% | 105 |
|
|
2023
Q4 | $3.4M | Sell |
19,954
-248
| -1% | -$39.9K | 0.18% | 106 |
|
|
2023
Q3 | $3.14M | Buy |
20,202
+40
| +0.2% | +$6.48K | 0.18% | 110 |
|
|
2023
Q2 | $3.27M | Sell |
20,162
-4
| -0% | -$626 | 0.18% | 111 |
|
|
2023
Q1 | $3.11M | Buy |
20,166
+2,151
| +12% | +$330K | 0.18% | 114 |
|
|
2022
Q4 | $2.74M | Buy |
18,015
+369
| +2% | +$55K | 0.18% | 125 |
|
|
2022
Q3 | $2.38M | Buy |
17,646
+39
| +0.2% | +$5.8K | 0.17% | 118 |
|
|
2022
Q2 | $2.53M | Buy |
17,607
+7,284
| +71% | +$1.11M | 0.17% | 113 |
|
|
2022
Q1 | $1.67M | Buy |
10,323
+42
| +0.4% | +$6.78K | 0.1% | 201 |
|
|
2021
Q4 | $1.77M | Sell |
10,281
-66
| -0.6% | -$10.9K | 0.1% | 188 |
|
|
2021
Q3 | $1.59M | Buy |
10,347
+47
| +0.5% | +$7.49K | 0.1% | 193 |
|
|
2021
Q2 | $1.59M | Buy |
10,300
+287
| +3% | +$44K | 0.1% | 196 |
|
|
2021
Q1 | $1.47M | Sell |
10,013
-88
| -0.9% | -$12.5K | 0.11% | 175 |
|
|
2020
Q4 | $1.43M | Buy |
10,101
+180
| +2% | +$24.4K | 0.1% | 201 |
|
|
2020
Q3 | $1.28M | Buy |
9,921
+36
| +0.4% | +$4.53K | 0.11% | 174 |
|
|
2020
Q2 | $1.16M | Buy |
9,885
+34
| +0.3% | +$3.87K | 0.11% | 180 |
|
|
2020
Q1 | $1.02M | Hold |
9,851
| – | – | 0.11% | 187 |
|
|
2019
Q4 | $1.23M | Sell |
9,851
-3,530
| -26% | -$427K | 0.12% | 182 |
|
|
2019
Q3 | $1.6M | Buy |
13,381
+33
| +0.2% | +$3.89K | 0.17% | 143 |
|
|
2019
Q2 | $1.54M | Buy |
13,348
+62
| +0.5% | +$6.95K | 0.17% | 142 |
|
|
2019
Q1 | $1.46M | Buy |
13,286
+404
| +3% | +$42.6K | 0.18% | 123 |
|
|
2018
Q4 | $1.26M | Hold |
12,882
| – | – | 0.18% | 125 |
|
|
2018
Q3 | $1.43M | Hold |
12,882
| – | – | 0.18% | 127 |
|
|
2018
Q2 | $1.31M | Hold |
12,882
| – | – | 0.18% | 131 |
|
|
2018
Q1 | $1.3M | Buy |
12,882
+4,420
| +52% | +$458K | 0.18% | 124 |
|
|
2017
Q4 | $863K | Hold |
8,462
| – | – | 0.12% | 202 |
|
|
2017
Q3 | $802K | Sell |
8,462
-51
| -0.6% | -$4.76K | 0.12% | 201 |
|
|
2017
Q2 | $789K | Buy |
8,513
+358
| +4% | +$32.8K | 0.13% | 190 |
|
|
2017
Q1 | $734K | Hold |
8,155
| – | – | 0.13% | 193 |
|
|
2016
Q4 | $694K | Buy |
8,155
+1
| +0% | +$84 | 0.14% | 183 |
|
|
2016
Q3 | $684K | Hold |
8,154
| – | – | 0.14% | 180 |
|
|
2016
Q2 | $679K | Hold |
8,154
| – | – | 0.15% | 165 |
|
|
2016
Q1 | $662K | Buy |
8,154
+29
| +0.4% | +$2.22K | 0.16% | 150 |
|
|
2015
Q4 | $632K | Hold |
8,125
| – | – | 0.15% | 152 |
|
|
2015
Q3 | $599K | Hold |
8,125
| – | – | 0.15% | 159 |
|
|
2015
Q2 | $639K | Hold |
8,125
| – | – | 0.15% | 157 |
|
|
2015
Q1 | $654K | Buy |
8,125
+20
| +0.2% | +$1.62K | 0.16% | 146 |
|
|
2014
Q4 | $658K | Buy |
8,105
+745
| +10% | +$58.9K | 0.17% | 134 |
|
|
2014
Q3 | $567K | Buy |
7,360
+553
| +8% | +$42.9K | 0.16% | 160 |
|
|
2014
Q2 | $531K | Buy |
6,807
+1,081
| +19% | +$82.7K | 0.15% | 170 |
|
|
2014
Q1 | $431K | Buy |
5,726
+15
| +0.3% | +$1.11K | 0.12% | 210 |
|
|
2013
Q4 | $430K | Buy |
5,711
+19
| +0.3% | +$1.38K | 0.12% | 207 |
|
|
2013
Q3 | $396K | Sell |
5,692
-3,216
| -36% | -$223K | 0.12% | 208 |
|
|
2013
Q2 | $590K | Buy |
+8,908
| New | +$598K | 0.21% | 112 |
|
Other funds holding VIG
HWM
