Marcum Wealth’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
Q1 | $6.06M | Sell |
31,256
-41
| -0.1% | -$7.95K | 0.52% | 27 |
|
|
2024
Q4 | $6.13M | Buy |
31,297
+33
| +0.1% | +$6.46K | 0.53% | 28 |
|
|
2024
Q3 | $6.19M | Sell |
31,264
-74
| -0.2% | -$14.7K | 0.58% | 24 |
|
|
2024
Q2 | $5.72M | Sell |
31,338
-702
| -2% | -$128K | 0.57% | 24 |
|
|
2024
Q1 | $5.85M | Buy |
32,040
+867
| +3% | +$158K | 0.59% | 23 |
|
|
2023
Q4 | $5.31M | Buy |
31,173
+888
| +3% | +$151K | 0.57% | 21 |
|
|
2023
Q3 | $4.71M | Sell |
30,285
-39
| -0.1% | -$6.06K | 0.57% | 20 |
|
|
2023
Q2 | $4.93M | Sell |
30,324
-238
| -0.8% | -$38.7K | 0.58% | 21 |
|
|
2023
Q1 | $4.71M | Buy |
30,562
+1,808
| +6% | +$278K | 0.59% | 19 |
|
|
2022
Q4 | $4.37M | Buy |
28,754
+132
| +0.5% | +$20K | 0.58% | 22 |
|
|
2022
Q3 | $3.87M | Buy |
28,622
+6,503
| +29% | +$879K | 0.59% | 19 |
|
|
2022
Q2 | $3.17M | Buy |
22,119
+84
| +0.4% | +$12.1K | 0.47% | 22 |
|
|
2022
Q1 | $3.57M | Buy |
22,035
+4
| +0% | +$649 | 0.49% | 23 |
|
|
2021
Q4 | $3.78M | Buy |
22,031
+59
| +0.3% | +$10.1K | 0.53% | 24 |
|
|
2021
Q3 | $3.38M | Buy |
21,972
+2
| +0% | +$307 | 0.53% | 22 |
|
|
2021
Q2 | $3.4M | Buy |
21,970
+1
| +0% | +$155 | 0.55% | 22 |
|
|
2021
Q1 | $3.23M | Sell |
21,969
-487
| -2% | -$71.6K | 0.53% | 23 |
|
|
2020
Q4 | $3.17M | Buy |
22,456
+4,555
| +25% | +$643K | 0.74% | 16 |
|
|
2020
Q3 | $2.3M | Sell |
17,901
-1,620
| -8% | -$208K | 0.71% | 21 |
|
|
2020
Q2 | $2.29M | Sell |
19,521
-38,474
| -66% | -$4.51M | 0.7% | 24 |
|
|
2020
Q1 | $6M | Buy |
57,995
+3,813
| +7% | +$394K | 2.32% | 10 |
|
|
2019
Q4 | $6.75M | Buy |
+54,182
| New | +$6.75M | 2.53% | 11 |
|