Morton Capital 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 | $4.82M | Sell |
23,574
-747
| -3% | -$153K | 0.86% | 14 |
|
|
2025
Q1 | $4.72M | Sell |
24,321
-1,030
| -4% | -$200K | 0.91% | 13 |
|
|
2024
Q4 | $4.96M | Buy |
25,351
+1
| +0% | +$196 | 0.94% | 13 |
|
|
2024
Q3 | $5.02M | Sell |
25,350
-36
| -0.1% | -$7.13K | 0.99% | 13 |
|
|
2024
Q2 | $4.63M | Hold |
25,386
| – | – | 1.1% | 13 |
|
|
2024
Q1 | $4.64M | Sell |
25,386
-102
| -0.4% | -$18.6K | 1.25% | 13 |
|
|
2023
Q4 | $4.34M | Sell |
25,488
-170
| -0.7% | -$29K | 1.29% | 13 |
|
|
2023
Q3 | $3.99M | Sell |
25,658
-178
| -0.7% | -$27.7K | 1.41% | 10 |
|
|
2023
Q2 | $4.2M | Sell |
25,836
-554
| -2% | -$90K | 1.43% | 12 |
|
|
2023
Q1 | $4.06M | Sell |
26,390
-73
| -0.3% | -$11.2K | 1.44% | 12 |
|
|
2022
Q4 | $4.02M | Sell |
26,463
-13
| -0% | -$1.97K | 1.57% | 10 |
|
|
2022
Q3 | $3.58M | Buy |
26,476
+72
| +0.3% | +$9.73K | 1.63% | 9 |
|
|
2022
Q2 | $3.79M | Buy |
26,404
+499
| +2% | +$71.6K | 1.65% | 8 |
|
|
2022
Q1 | $4.2M | Buy |
25,905
+108
| +0.4% | +$17.5K | 1.72% | 7 |
|
|
2021
Q4 | $4.43M | Buy |
+25,797
| New | +$4.43M | 1.79% | 8 |
|