Monterey Private Wealth’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
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $991K | Sell |
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|
2020
Q2 | $903K | Buy |
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|
2020
Q1 | $789K | Buy |
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|
2019
Q4 | $918K | Buy |
|