Montecito Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.16M | Buy |
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|
2025
Q1 | $3.08M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.75M | Sell |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $5.52M | Sell |
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|
2023
Q4 | $5.76M | Sell |
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|
2023
Q3 | $5.29M | Sell |
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|
2023
Q2 | $5.64M | Sell |
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|
2023
Q1 | $5.38M | Sell |
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|
2022
Q4 | $5.54M | Buy |
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|
2022
Q3 | $4.79M | Sell |
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|
2022
Q2 | $5.2M | Buy |
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|
2022
Q1 | $5.25M | Buy |
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|
2021
Q4 | $5.46M | Buy |
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|
2021
Q3 | $4.81M | Sell |
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|
2021
Q2 | $4.87M | Buy |
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|
2021
Q1 | $4.28M | Sell |
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|
2020
Q4 | $4.29M | Buy |
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|
2020
Q3 | $3.49M | Sell |
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|
2020
Q2 | $3.22M | Buy |
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|
2020
Q1 | $1.69M | Buy |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $3.45M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $285K | Sell |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $237K | Sell |
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|
2017
Q3 | $244K | Hold |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $232K | Hold |
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|
2016
Q3 | $229K | Hold |
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|
2016
Q2 | $227K | Sell |
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|
2016
Q1 | $279K | Hold |
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|
2015
Q4 | $267K | Sell |
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|
2015
Q3 | $257K | Sell |
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|
2015
Q2 | $358K | Hold |
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|
2015
Q1 | $358K | Sell |
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|
2014
Q4 | $386K | Sell |
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|
2014
Q3 | $376K | Sell |
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|
2014
Q2 | $662K | Sell |
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|
2014
Q1 | $641K | Sell |
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|
2013
Q4 | $665K | Buy |
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|
2013
Q3 | $572K | Sell |
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|
2013
Q2 | $761K | Buy |
|