MAI Capital 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
Q2 | $193M | Buy |
|
|||||
2025
Q1 | $181M | Buy |
|
|||||
2024
Q4 | $182M | Buy |
|
|||||
2024
Q3 | $178M | Buy |
|
|||||
2024
Q2 | $162M | Buy |
|
|||||
2024
Q1 | $158M | Buy |
|
|||||
2023
Q4 | $126M | Buy |
|
|||||
2023
Q3 | $109M | Buy |
|
|||||
2023
Q2 | $76.4M | Buy |
|
|||||
2023
Q1 | $71.9M | Sell |
|
|||||
2022
Q4 | $72.2M | Buy |
|
|||||
2022
Q3 | $60.3M | Buy |
|
|||||
2022
Q2 | $51.4M | Buy |
|
|||||
2022
Q1 | $51.4M | Buy |
|
|||||
2021
Q4 | $52.9M | Buy |
|
|||||
2021
Q3 | $41M | Buy |
|
|||||
2021
Q2 | $28.1M | Buy |
|
|||||
2021
Q1 | $22.6M | Buy |
|
|||||
2020
Q4 | $1.29M | Sell |
|
|||||
2020
Q3 | $1.44M | Buy |
|
|||||
2020
Q2 | $945K | Sell |
|
|||||
2020
Q1 | $837K | Sell |
|
|||||
2019
Q4 | $1.03M | Buy |
|
|||||
2019
Q3 | $516K | Buy |
|
|||||
2019
Q2 | $446K | Buy |
|
|||||
2019
Q1 | $403K | Sell |
|
|||||
2018
Q4 | $411K | Buy |
|
|||||
2018
Q3 | $351K | Sell |
|
|||||
2018
Q2 | $420K | Buy |
|
|||||
2018
Q1 | $264K | Buy |
|
|||||
2017
Q4 | $246K | Hold |
|
|||||
2017
Q3 | $228K | Hold |
|
|||||
2017
Q2 | $223K | Buy |
|
|||||
2016
Q2 | – | Sell |
|
|||||
2016
Q1 | $538K | Buy |
|
|||||
2015
Q4 | $485K | Hold |
|
|||||
2015
Q3 | $460K | Sell |
|
|||||
2015
Q2 | $533K | Buy |
|
|||||
2015
Q1 | $457K | Buy |
|
|||||
2014
Q4 | $217K | Buy |
|