Mason Investment Advisory Services’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 | $1.03M | Buy |
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|
2025
Q2 | $971K | Hold |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $926K | Buy |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $858K | Sell |
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|
2024
Q1 | $862K | Hold |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $797K | Buy |
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|
2023
Q2 | $754K | Hold |
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|
2023
Q1 | $715K | Buy |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $934K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $937K | Sell |
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|
2021
Q2 | $958K | Hold |
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|
2021
Q1 | $910K | Hold |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $820K | Hold |
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|
2020
Q2 | $747K | Hold |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $932K | Hold |
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|
2019
Q3 | $894K | Buy |
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