Meridian Wealth Partners’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 | $470K | Sell |
2,295
-267
| -10% | -$54.6K | 0.07% | 68 |
|
|
2025
Q1 | $497K | Sell |
2,562
-339
| -12% | -$65.8K | 0.08% | 60 |
|
|
2024
Q4 | $568K | Sell |
2,901
-437
| -13% | -$85.6K | 0.09% | 55 |
|
|
2024
Q3 | $661K | Sell |
3,338
-33
| -1% | -$6.54K | 0.1% | 51 |
|
|
2024
Q2 | $615K | Hold |
3,371
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $616K | Sell |
3,371
-326
| -9% | -$59.5K | 0.11% | 46 |
|
|
2023
Q4 | $630K | Sell |
3,697
-11
| -0.3% | -$1.87K | 0.12% | 45 |
|
|
2023
Q3 | $576K | Buy |
3,708
+352
| +10% | +$54.7K | 0.12% | 43 |
|
|
2023
Q2 | $545K | Hold |
3,356
| – | – | 0.11% | 44 |
|
|
2023
Q1 | $517K | Sell |
3,356
-50
| -1% | -$7.7K | 0.11% | 45 |
|
|
2022
Q4 | $517K | Hold |
3,406
| – | – | 0.12% | 41 |
|
|
2022
Q3 | $460K | Hold |
3,406
| – | – | 0.12% | 44 |
|
|
2022
Q2 | $489K | Hold |
3,406
| – | – | 0.12% | 44 |
|
|
2022
Q1 | $553K | Buy |
3,406
+1,350
| +66% | +$219K | 0.12% | 47 |
|
|
2021
Q4 | $353K | Buy |
2,056
+70
| +4% | +$12K | 0.07% | 56 |
|
|
2021
Q3 | $305K | Hold |
1,986
| – | – | 0.07% | 55 |
|
|
2021
Q2 | $307K | Hold |
1,986
| – | – | 0.07% | 53 |
|
|
2021
Q1 | $292K | Buy |
1,986
+651
| +49% | +$95.7K | 0.09% | 57 |
|
|
2020
Q4 | $188K | Hold |
1,335
| – | – | 0.08% | 66 |
|
|
2020
Q3 | $172K | Hold |
1,335
| – | – | 0.09% | 63 |
|
|
2020
Q2 | $156K | Hold |
1,335
| – | – | 0.08% | 67 |
|
|
2020
Q1 | $138K | Hold |
1,335
| – | – | 0.08% | 69 |
|
|
2019
Q4 | $166K | Buy |
+1,335
| New | +$166K | 0.1% | 68 |
|