Nadler Financial Group’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 | $1.57M | Hold |
7,669
| – | – | 0.16% | 45 |
|
|
2025
Q1 | $1.49M | Buy |
7,669
+660
| +9% | +$128K | 0.16% | 43 |
|
|
2024
Q4 | $1.37M | Hold |
7,009
| – | – | 0.14% | 42 |
|
|
2024
Q3 | $1.39M | Sell |
7,009
-157
| -2% | -$31.1K | 0.15% | 42 |
|
|
2024
Q2 | $1.31M | Buy |
7,166
+170
| +2% | +$31K | 0.15% | 42 |
|
|
2024
Q1 | $1.28M | Hold |
6,996
| – | – | 0.16% | 42 |
|
|
2023
Q4 | $1.19M | Hold |
6,996
| – | – | 0.16% | 42 |
|
|
2023
Q3 | $1.09M | Hold |
6,996
| – | – | 0.16% | 46 |
|
|
2023
Q2 | $1.14M | Hold |
6,996
| – | – | 0.17% | 43 |
|
|
2023
Q1 | $1.08M | Buy |
6,996
+610
| +10% | +$93.9K | 0.17% | 46 |
|
|
2022
Q4 | $970K | Sell |
6,386
-550
| -8% | -$83.5K | 0.17% | 45 |
|
|
2022
Q3 | $937K | Hold |
6,936
| – | – | 0.18% | 43 |
|
|
2022
Q2 | $995K | Hold |
6,936
| – | – | 0.18% | 44 |
|
|
2022
Q1 | $1.13M | Sell |
6,936
-330
| -5% | -$53.5K | 0.18% | 45 |
|
|
2021
Q4 | $1.25M | Hold |
7,266
| – | – | 0.18% | 46 |
|
|
2021
Q3 | $1.12M | Sell |
7,266
-10
| -0.1% | -$1.54K | 0.18% | 46 |
|
|
2021
Q2 | $1.13M | Buy |
7,276
+10
| +0.1% | +$1.55K | 0.18% | 44 |
|
|
2021
Q1 | $1.07M | Hold |
7,266
| – | – | 0.19% | 44 |
|
|
2020
Q4 | $1.03M | Hold |
7,266
| – | – | 0.2% | 42 |
|
|
2020
Q3 | $935K | Hold |
7,266
| – | – | 0.21% | 42 |
|
|
2020
Q2 | $851K | Hold |
7,266
| – | – | 0.21% | 41 |
|
|
2020
Q1 | $751K | Hold |
7,266
| – | – | 0.23% | 40 |
|
|
2019
Q4 | $906K | Hold |
7,266
| – | – | 0.22% | 40 |
|
|
2019
Q3 | $869K | Hold |
7,266
| – | – | 0.24% | 37 |
|
|
2019
Q2 | $837K | Hold |
7,266
| – | – | 0.24% | 39 |
|
|
2019
Q1 | $797K | Hold |
7,266
| – | – | 0.25% | 41 |
|
|
2018
Q4 | $712K | Hold |
7,266
| – | – | 0.23% | 41 |
|
|
2018
Q3 | $804K | Hold |
7,266
| – | – | 0.22% | 41 |
|
|
2018
Q2 | $738K | Buy |
7,266
+880
| +14% | +$89.4K | 0.21% | 42 |
|
|
2018
Q1 | $645K | Sell |
6,386
-880
| -12% | -$88.9K | 0.2% | 42 |
|
|
2017
Q4 | $741K | Hold |
7,266
| – | – | 0.23% | 40 |
|
|
2017
Q3 | $689K | Hold |
7,266
| – | – | 0.23% | 37 |
|
|
2017
Q2 | $673K | Sell |
7,266
-444
| -6% | -$41.1K | 0.23% | 38 |
|
|
2017
Q1 | $693K | Buy |
7,710
+444
| +6% | +$39.9K | 0.24% | 38 |
|
|
2016
Q4 | $619K | Hold |
7,266
| – | – | 0.23% | 41 |
|
|
2016
Q3 | $610K | Buy |
7,266
+36
| +0.5% | +$3.02K | 0.24% | 40 |
|
|
2016
Q2 | $602K | Sell |
7,230
-1,450
| -17% | -$121K | 0.25% | 39 |
|
|
2016
Q1 | $705K | Sell |
8,680
-6,550
| -43% | -$532K | 0.31% | 34 |
|
|
2015
Q4 | $1.18M | Hold |
15,230
| – | – | 0.53% | 20 |
|
|
2015
Q3 | $1.12M | Sell |
15,230
-37,088
| -71% | -$2.73M | 0.56% | 20 |
|
|
2015
Q2 | $4.11M | Sell |
52,318
-58,048
| -53% | -$4.56M | 1.94% | 10 |
|
|
2015
Q1 | $8.88M | Sell |
110,366
-7,588
| -6% | -$611K | 4.27% | 8 |
|
|
2014
Q4 | $9.57M | Sell |
117,954
-13,329
| -10% | -$1.08M | 4.96% | 7 |
|
|
2014
Q3 | $10.1M | Sell |
131,283
-64,015
| -33% | -$4.93M | 6.05% | 6 |
|
|
2014
Q2 | $15.2M | Sell |
195,298
-193
| -0.1% | -$15K | 9.57% | 4 |
|
|
2014
Q1 | $14.7M | Sell |
195,491
-2,807
| -1% | -$211K | 9.8% | 4 |
|
|
2013
Q4 | $14.9M | Buy |
198,298
+8,704
| +5% | +$655K | 9.66% | 4 |
|
|
2013
Q3 | $13.2M | Buy |
189,594
+1,607
| +0.9% | +$112K | 9.59% | 3 |
|
|
2013
Q2 | $12.4M | Buy |
+187,987
| New | +$12.4M | 8.77% | 3 |
|