Montis Financial’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 | $7.53M | Buy |
|
|||||
|
2025
Q2 | $1.53M | Hold |
|
|||||
|
2025
Q1 | $1.45M | Sell |
|
|||||
|
2024
Q4 | $1.47M | Buy |
|
|||||
|
2024
Q3 | $386K | Buy |
|
|||||
|
2024
Q2 | $261K | Sell |
|
|||||
|
2024
Q1 | $608K | Hold |
|
|||||
|
2023
Q4 | $568K | Hold |
|
|||||
|
2023
Q3 | $518K | Buy |
|
|||||
|
2023
Q2 | $438K | Hold |
|
|||||
|
2023
Q1 | $415K | Hold |
|
|||||
|
2022
Q4 | $409K | Hold |
|
|||||
|
2022
Q3 | $364K | Hold |
|
|||||
|
2022
Q2 | $387K | Hold |
|
|||||
|
2022
Q1 | $437K | Hold |
|
|||||
|
2021
Q4 | $463K | Hold |
|
|||||
|
2021
Q3 | $415K | Hold |
|
|||||
|
2021
Q2 | $417K | Hold |
|
|||||
|
2021
Q1 | $399K | Hold |
|
|||||
|
2020
Q4 | $371K | Buy |
|