Meritage Portfolio 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 | $202K | Buy |
+988
| New | +$202K | 0.01% | 315 |
|
|
2024
Q2 | – | Sell |
-1,349
| Closed | -$246K | – | 354 |
|
|
2024
Q1 | $246K | Sell |
1,349
-8
| -0.6% | -$1.46K | 0.02% | 313 |
|
|
2023
Q4 | $231K | Buy |
+1,357
| New | +$231K | 0.02% | 319 |
|
|
2023
Q3 | – | Sell |
-1,239
| Closed | -$201K | – | 346 |
|
|
2023
Q2 | $201K | Buy |
+1,239
| New | +$201K | 0.01% | 332 |
|
|
2022
Q3 | – | Sell |
-1,413
| Closed | -$203K | – | 340 |
|
|
2022
Q2 | $203K | Sell |
1,413
-444
| -24% | -$63.8K | 0.02% | 296 |
|
|
2022
Q1 | $301K | Sell |
1,857
-10
| -0.5% | -$1.62K | 0.02% | 270 |
|
|
2021
Q4 | $321K | Hold |
1,867
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $287K | Hold |
1,867
| – | – | 0.02% | 251 |
|
|
2021
Q2 | $289K | Hold |
1,867
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $275K | Buy |
+1,867
| New | +$275K | 0.02% | 245 |
|