Meridian Wealth Advisors’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
Q2 | $12.9M | Buy |
62,819
+742
| +1% | +$152K | 2.03% | 11 |
|
|
2025
Q1 | $12M | Sell |
62,077
-783
| -1% | -$152K | 2.04% | 9 |
|
|
2024
Q4 | $12.3M | Sell |
62,860
-64
| -0.1% | -$12.5K | 2.03% | 9 |
|
|
2024
Q3 | $12.5M | Sell |
62,924
-3,849
| -6% | -$762K | 2.08% | 9 |
|
|
2024
Q2 | $12.2M | Buy |
66,773
+1,135
| +2% | +$207K | 2.17% | 9 |
|
|
2024
Q1 | $12M | Buy |
65,638
+3,265
| +5% | +$596K | 2.25% | 9 |
|
|
2023
Q4 | $10.6M | Sell |
62,373
-27
| -0% | -$4.6K | 2.33% | 9 |
|
|
2023
Q3 | $9.7M | Sell |
62,400
-421
| -0.7% | -$65.4K | 2.42% | 8 |
|
|
2023
Q2 | $10.2M | Sell |
62,821
-523
| -0.8% | -$85K | 2.47% | 8 |
|
|
2023
Q1 | $9.76M | Buy |
63,344
+465
| +0.7% | +$71.6K | 2.44% | 8 |
|
|
2022
Q4 | $9.55M | Sell |
62,879
-428
| -0.7% | -$65K | 2.46% | 8 |
|
|
2022
Q3 | $8.56M | Buy |
63,307
+497
| +0.8% | +$67.2K | 2.41% | 9 |
|
|
2022
Q2 | $9.01M | Sell |
62,810
-4,432
| -7% | -$636K | 2.39% | 8 |
|
|
2022
Q1 | $10.9M | Buy |
67,242
+6,571
| +11% | +$1.07M | 2.53% | 9 |
|
|
2021
Q4 | $10.4M | Buy |
60,671
+627
| +1% | +$108K | 2.53% | 9 |
|
|
2021
Q3 | $9.22M | Buy |
60,044
+2,097
| +4% | +$322K | 2.57% | 9 |
|
|
2021
Q2 | $8.97M | Buy |
57,947
+4,463
| +8% | +$691K | 2.54% | 9 |
|
|
2021
Q1 | $7.87M | Buy |
53,484
+1,957
| +4% | +$288K | 2.61% | 9 |
|
|
2020
Q4 | $7.27M | Buy |
51,527
+2,015
| +4% | +$284K | 2.65% | 10 |
|
|
2020
Q3 | $6.37M | Buy |
49,512
+1,584
| +3% | +$204K | 2.74% | 9 |
|
|
2020
Q2 | $5.62M | Buy |
47,928
+455
| +1% | +$53.3K | 2.6% | 8 |
|
|
2020
Q1 | $4.91M | Buy |
47,473
+3,136
| +7% | +$324K | 2.71% | 8 |
|
|
2019
Q4 | $5.53M | Buy |
44,337
+120
| +0.3% | +$15K | 2.18% | 11 |
|
|
2019
Q3 | $5.29M | Buy |
44,217
+2,074
| +5% | +$248K | 2.26% | 10 |
|
|
2019
Q2 | $4.85M | Buy |
42,143
+1,533
| +4% | +$177K | 3.39% | 7 |
|
|
2019
Q1 | $4.45M | Sell |
40,610
-4,375
| -10% | -$480K | 3.25% | 6 |
|
|
2018
Q4 | $4.41M | Buy |
+44,985
| New | +$4.41M | 3.38% | 3 |
|