Mather Group’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
$5.1M Sell
2025
Q2
$12.4M Sell
2025
Q1
$12.2M Sell
2024
Q4
$12.7M Buy
2024
Q3
$12.8M Sell
2024
Q2
$16.9M Buy
2024
Q1
$999K Buy
2023
Q4
$880K Sell
2023
Q3
$850K Sell
2023
Q2
$12.3M Buy
2023
Q1
$673K Sell
2022
Q4
$733K Buy
2022
Q3
$649K Buy
2022
Q2
$680K Buy
2022
Q1
$638K Buy
2021
Q4
Sell
2021
Q3
$606K Buy
2020
Q4
Sell
2020
Q3
$362K Buy