Meridian Wealth Management’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 | $6.5M | Sell |
31,769
-1,638
| -5% | -$335K | 0.28% | 79 |
|
2025
Q1 | $6.48M | Sell |
33,407
-1,458
| -4% | -$283K | 0.31% | 73 |
|
2024
Q4 | $6.83M | Sell |
34,865
-45
| -0.1% | -$8.81K | 0.32% | 67 |
|
2024
Q3 | $6.91M | Buy |
+34,910
| New | +$6.91M | 0.34% | 63 |
|
2024
Q1 | – | Sell |
-28,254
| Closed | -$4.81M | – | 546 |
|
2023
Q4 | $4.81M | Buy |
28,254
+2,094
| +8% | +$357K | 0.31% | 71 |
|
2023
Q3 | $4.06M | Buy |
26,160
+4,257
| +19% | +$661K | 0.25% | 85 |
|
2023
Q2 | $3.56M | Sell |
21,903
-152
| -0.7% | -$24.7K | 0.3% | 67 |
|
2023
Q1 | $3.4M | Sell |
22,055
-264
| -1% | -$40.7K | 0.3% | 77 |
|
2022
Q4 | $3.39M | Sell |
22,319
-790
| -3% | -$120K | 0.33% | 68 |
|
2022
Q3 | $3.12M | Sell |
23,109
-8,787
| -28% | -$1.19M | 0.34% | 68 |
|
2022
Q2 | $4.58M | Buy |
31,896
+21,104
| +196% | +$3.03M | 0.37% | 64 |
|
2022
Q1 | $1.75M | Buy |
10,792
+769
| +8% | +$125K | 0.19% | 103 |
|
2021
Q4 | $1.72M | Buy |
10,023
+3,004
| +43% | +$516K | 0.18% | 105 |
|
2021
Q3 | $1.08M | Buy |
7,019
+36
| +0.5% | +$5.53K | 0.13% | 144 |
|
2021
Q2 | $1.08M | Buy |
6,983
+96
| +1% | +$14.9K | 0.14% | 141 |
|
2021
Q1 | $1.01M | Sell |
6,887
-61
| -0.9% | -$8.97K | 0.15% | 136 |
|
2020
Q4 | $980K | Sell |
6,948
-550
| -7% | -$77.6K | 0.16% | 120 |
|
2020
Q3 | $964K | Buy |
7,498
+1,314
| +21% | +$169K | 0.24% | 89 |
|
2020
Q2 | $724K | Buy |
6,184
+1,138
| +23% | +$133K | 0.24% | 90 |
|
2020
Q1 | $521K | Sell |
5,046
-724
| -13% | -$74.8K | 0.23% | 95 |
|
2019
Q4 | $719K | Buy |
5,770
+428
| +8% | +$53.3K | 0.35% | 61 |
|
2019
Q3 | $639K | Buy |
5,342
+402
| +8% | +$48.1K | 0.3% | 66 |
|
2019
Q2 | $5.69K | Sell |
4,940
-1,885
| -28% | -$2.17K | 0.23% | 72 |
|
2019
Q1 | $748K | Buy |
6,825
+20
| +0.3% | +$2.19K | 0.34% | 59 |
|
2018
Q4 | $667K | Buy |
6,805
+600
| +10% | +$58.8K | 0.39% | 51 |
|
2018
Q3 | $687K | Sell |
6,205
-700
| -10% | -$77.5K | 0.3% | 57 |
|
2018
Q2 | $702K | Sell |
6,905
-22
| -0.3% | -$2.24K | 0.33% | 58 |
|
2018
Q1 | $700K | Buy |
6,927
+365
| +6% | +$36.9K | 0.35% | 58 |
|
2017
Q4 | $626K | Hold |
6,562
| – | – | 0.39% | 60 |
|
2017
Q3 | $622K | Buy |
6,562
+704
| +12% | +$66.7K | 0.39% | 59 |
|
2017
Q2 | $543K | Buy |
5,858
+2,000
| +52% | +$185K | 0.34% | 68 |
|
2017
Q1 | $347K | Buy |
3,858
+600
| +18% | +$54K | 0.21% | 107 |
|
2016
Q4 | $282K | Buy |
+3,258
| New | +$282K | 0.22% | 95 |
|