Martel Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.7M | Sell |
74,740
-622
| -0.8% | -$143K | 2.78% | 6 |
|
|
2026
Q1 | $16.2M | Sell |
75,362
-2,405
| -3% | -$536K | 2.76% | 6 |
|
|
2025
Q4 | $17.1M | Buy |
77,767
+137
| +0.2% | +$29.9K | 2.92% | 6 |
|
|
2025
Q3 | $16.8M | Sell |
77,630
-1,480
| -2% | -$311K | 2.93% | 6 |
|
|
2025
Q2 | $16.2M | Buy |
79,110
+1,635
| +2% | +$317K | 3% | 6 |
|
|
2025
Q1 | $15M | Sell |
77,475
-5,764
| -7% | -$1.15M | 2.99% | 6 |
|
|
2024
Q4 | $16.3M | Sell |
83,239
-2,955
| -3% | -$590K | 3.18% | 7 |
|
|
2024
Q3 | $17M | Sell |
86,194
-691
| -0.8% | -$132K | 3.48% | 6 |
|
|
2024
Q2 | $15.9M | Sell |
86,885
-1,331
| -2% | -$240K | 3.4% | 6 |
|
|
2024
Q1 | $16.1M | Sell |
88,216
-4,380
| -5% | -$769K | 3.49% | 6 |
|
|
2023
Q4 | $15.8M | Sell |
92,596
-107
| -0.1% | -$17.2K | 3.58% | 6 |
|
|
2023
Q3 | $14.4M | Sell |
92,703
-5,371
| -5% | -$871K | 3.58% | 6 |
|
|
2023
Q2 | $15.9M | Sell |
98,074
-4,552
| -4% | -$713K | 3.86% | 6 |
|
|
2023
Q1 | $15.8M | Buy |
102,626
+433
| +0.4% | +$66.3K | 4.03% | 5 |
|
|
2022
Q4 | $15.5M | Sell |
102,193
-1,028
| -1% | -$153K | 4.21% | 5 |
|
|
2022
Q3 | $14M | Sell |
103,221
-432
| -0.4% | -$64.3K | 4% | 6 |
|
|
2022
Q2 | $14.9M | Buy |
103,653
+155
| +0.1% | +$23.6K | 4.06% | 7 |
|
|
2022
Q1 | $16.8M | Buy |
103,498
+1,026
| +1% | +$166K | 4.08% | 7 |
|
|
2021
Q4 | $17.6M | Sell |
102,472
-415
| -0.4% | -$68.4K | 4.17% | 7 |
|
|
2021
Q3 | $15.8M | Buy |
102,887
+805
| +0.8% | +$128K | 3.97% | 7 |
|
|
2021
Q2 | $15.8M | Buy |
102,082
+3,175
| +3% | +$487K | 3.98% | 7 |
|
|
2021
Q1 | $14.5M | Buy |
98,907
+1,316
| +1% | +$187K | 4.03% | 7 |
|
|
2020
Q4 | $13.8M | Buy |
97,591
+3,321
| +4% | +$450K | 3.99% | 7 |
|
|
2020
Q3 | $12.1M | Buy |
94,270
+3,966
| +4% | +$499K | 3.94% | 7 |
|
|
2020
Q2 | $10.6M | Sell |
90,304
-101
| -0.1% | -$11.5K | 3.67% | 7 |
|
|
2020
Q1 | $9.35M | Sell |
90,405
-1,933
| -2% | -$231K | 3.65% | 7 |
|
|
2019
Q4 | $11.5M | Sell |
92,338
-1,190
| -1% | -$144K | 3.96% | 7 |
|
|
2019
Q3 | $11.2M | Sell |
93,528
-3,994
| -4% | -$471K | 4.04% | 7 |
|
|
2019
Q2 | $11.2M | Sell |
97,522
-3,657
| -4% | -$410K | 4.09% | 7 |
|
|
2019
Q1 | $11.1M | Sell |
101,179
-1,934
| -2% | -$204K | 4.17% | 7 |
|
|
2018
Q4 | $10.1M | Sell |
103,113
-1,538
| -1% | -$160K | 4.15% | 7 |
|
|
2018
Q3 | $11.6M | Buy |
+104,651
| New | +$11.2M | 4.41% | 7 |
|
Other funds holding VIG
HWM
Martel Wealth Advisors's VIG Position: Q2 2026 in Review
Martel Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.83% in Q2 2026, selling an estimated $143K and leaving 74,740 shares worth $17.7M. The position accounts for 2.78% of the portfolio, ranked #6.
Martel Wealth Advisors first reported a position in VIG in Q3 2018 and has held it in 32 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Martel Wealth Advisors held 74,740 shares of Vanguard Dividend Appreciation ETF worth $17.7M as of Q2 2026.
- Martel Wealth Advisors sold 622 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $143K.
- Vanguard Dividend Appreciation ETF made up 2.78% of Martel Wealth Advisors's portfolio in Q2 2026, its #6 holding.
- Martel Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 32 quarters since.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.