Merit Financial Group’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 | $14.7M | Buy |
71,925
+6,506
| +10% | +$1.33M | 0.16% | 101 |
|
|
2025
Q1 | $12.7M | Buy |
65,419
+9,762
| +18% | +$1.89M | 0.19% | 89 |
|
|
2024
Q4 | $10.9M | Sell |
55,657
-1,690
| -3% | -$331K | 0.2% | 95 |
|
|
2024
Q3 | $11.4M | Sell |
57,347
-7,942
| -12% | -$1.57M | 0.25% | 65 |
|
|
2024
Q2 | $11.9M | Buy |
65,289
+1,663
| +3% | +$304K | 0.26% | 65 |
|
|
2024
Q1 | $11.3M | Buy |
63,626
+50,986
| +403% | +$9.02M | 0.27% | 65 |
|
|
2023
Q4 | $2.15M | Buy |
12,640
+2,219
| +21% | +$378K | 0.07% | 193 |
|
|
2023
Q3 | $1.62M | Sell |
10,421
-461
| -4% | -$71.6K | 0.05% | 252 |
|
|
2023
Q2 | $1.77M | Buy |
10,882
+3,721
| +52% | +$604K | 0.06% | 242 |
|
|
2023
Q1 | $1.1M | Sell |
7,161
-375
| -5% | -$57.8K | 0.04% | 274 |
|
|
2022
Q4 | $1.14M | Buy |
7,536
+3,316
| +79% | +$504K | 0.04% | 272 |
|
|
2022
Q3 | $570K | Sell |
4,220
-4,103
| -49% | -$554K | 0.02% | 331 |
|
|
2022
Q2 | $1.19M | Buy |
8,323
+4,473
| +116% | +$642K | 0.04% | 231 |
|
|
2022
Q1 | $624K | Buy |
3,850
+1,021
| +36% | +$165K | 0.04% | 208 |
|
|
2021
Q4 | $486K | Sell |
2,829
-38
| -1% | -$6.53K | 0.05% | 168 |
|
|
2021
Q3 | $440K | Buy |
2,867
+130
| +5% | +$20K | 0.05% | 171 |
|
|
2021
Q2 | $424K | Buy |
2,737
+1
| +0% | +$155 | 0.04% | 173 |
|
|
2021
Q1 | $402K | Sell |
2,736
-30
| -1% | -$4.41K | 0.04% | 169 |
|
|
2020
Q4 | $390K | Sell |
2,766
-155
| -5% | -$21.9K | 0.04% | 151 |
|
|
2020
Q3 | $376K | Buy |
2,921
+540
| +23% | +$69.5K | 0.03% | 164 |
|
|
2020
Q2 | $279K | Hold |
2,381
| – | – | 0.03% | 171 |
|
|
2020
Q1 | $246K | Sell |
2,381
-15
| -0.6% | -$1.55K | 0.03% | 180 |
|
|
2019
Q4 | $299K | Buy |
+2,396
| New | +$299K | 0.03% | 188 |
|