Moneta Group Investment 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 | $12.8M | Buy |
62,543
+175
| +0.3% | +$35.8K | 0.15% | 82 |
|
|
2025
Q1 | $12.1M | Buy |
62,368
+5,374
| +9% | +$1.04M | 0.17% | 79 |
|
|
2024
Q4 | $11.2M | Buy |
56,994
+9,281
| +19% | +$1.82M | 0.16% | 83 |
|
|
2024
Q3 | $9.45M | Sell |
47,713
-539
| -1% | -$107K | 0.14% | 94 |
|
|
2024
Q2 | $8.81M | Buy |
48,252
+8,500
| +21% | +$1.55M | 0.14% | 91 |
|
|
2024
Q1 | $7.26M | Buy |
39,752
+11,625
| +41% | +$2.12M | 0.12% | 98 |
|
|
2023
Q4 | $4.79M | Sell |
28,127
-3,810
| -12% | -$649K | 0.09% | 111 |
|
|
2023
Q3 | $4.96M | Sell |
31,937
-1,717
| -5% | -$267K | 0.11% | 102 |
|
|
2023
Q2 | $5.47M | Sell |
33,654
-2,736
| -8% | -$444K | 0.12% | 97 |
|
|
2023
Q1 | $5.6M | Buy |
36,390
+25,774
| +243% | +$3.97M | 0.13% | 94 |
|
|
2022
Q4 | $1.66M | Buy |
10,616
+2,196
| +26% | +$343K | 0.05% | 166 |
|
|
2022
Q3 | $1.14M | Sell |
8,420
-544
| -6% | -$73.5K | 0.04% | 180 |
|
|
2022
Q2 | $1.29M | Buy |
8,964
+602
| +7% | +$86.4K | 0.04% | 180 |
|
|
2022
Q1 | $1.36M | Buy |
8,362
+7
| +0.1% | +$1.14K | 0.05% | 165 |
|
|
2021
Q4 | $1.44M | Buy |
8,355
+751
| +10% | +$129K | 0.06% | 165 |
|
|
2021
Q3 | $1.17M | Buy |
7,604
+71
| +0.9% | +$10.9K | 0.05% | 176 |
|
|
2021
Q2 | $1.17M | Buy |
7,533
+231
| +3% | +$35.8K | 0.05% | 181 |
|
|
2021
Q1 | $1.07M | Buy |
7,302
+1,373
| +23% | +$202K | 0.06% | 171 |
|
|
2020
Q4 | $837K | Buy |
5,929
+170
| +3% | +$24K | 0.06% | 156 |
|
|
2020
Q3 | $741K | Buy |
5,759
+16
| +0.3% | +$2.06K | 0.06% | 141 |
|
|
2020
Q2 | $673K | Buy |
5,743
+7
| +0.1% | +$820 | 0.06% | 132 |
|
|
2020
Q1 | $593K | Buy |
5,736
+915
| +19% | +$94.6K | 0.06% | 138 |
|
|
2019
Q4 | $601K | Buy |
4,821
+238
| +5% | +$29.7K | 0.05% | 155 |
|
|
2019
Q3 | $548K | Buy |
4,583
+1,344
| +41% | +$161K | 0.05% | 158 |
|
|
2019
Q2 | $373K | Buy |
3,239
+904
| +39% | +$104K | 0.04% | 174 |
|
|
2019
Q1 | $256K | Sell |
2,335
-1,300
| -36% | -$143K | 0.03% | 187 |
|
|
2018
Q4 | $356K | Sell |
3,635
-2,233
| -38% | -$219K | 0.04% | 159 |
|
|
2018
Q3 | $650K | Buy |
5,868
+3,447
| +142% | +$382K | 0.07% | 131 |
|
|
2018
Q2 | $246K | Hold |
2,421
| – | – | 0.03% | 229 |
|
|
2018
Q1 | $245K | Hold |
2,421
| – | – | 0.03% | 178 |
|
|
2017
Q4 | $247K | Hold |
2,421
| – | – | 0.04% | 169 |
|
|
2017
Q3 | $229K | Hold |
2,421
| – | – | 0.04% | 180 |
|
|
2017
Q2 | $224K | Hold |
2,421
| – | – | 0.04% | 172 |
|
|
2017
Q1 | $218K | Sell |
2,421
-450
| -16% | -$40.5K | 0.04% | 148 |
|
|
2016
Q4 | $245K | Sell |
2,871
-550
| -16% | -$46.9K | 0.05% | 143 |
|
|
2016
Q3 | $287K | Hold |
3,421
| – | – | 0.07% | 107 |
|
|
2016
Q2 | $285K | Sell |
3,421
-560
| -14% | -$46.7K | 0.06% | 132 |
|
|
2016
Q1 | $323K | Hold |
3,981
| – | – | 0.07% | 128 |
|
|
2015
Q4 | $310K | Buy |
3,981
+2,075
| +109% | +$162K | 0.08% | 107 |
|
|
2015
Q3 | $141K | Buy |
+1,906
| New | +$141K | 0.04% | 151 |
|