Matrix Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $758K | Buy |
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|
2025
Q2 | $711K | Buy |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $594K | Hold |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2019
Q3 | $204K | Buy |
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