Mount Yale Investment Advisors’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
Q2 | $428K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $944K | Hold |
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|
2023
Q2 | $987K | Buy |
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|
2023
Q1 | $933K | Hold |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $824K | Sell |
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|
2022
Q2 | $898K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $897K | Buy |
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|
2021
Q2 | $851K | Sell |
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|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $242K | Hold |
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|
2019
Q1 | $229K | Hold |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $248K | Sell |
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|
2018
Q2 | $490K | Sell |
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|
2018
Q1 | $507K | Buy |
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