Naples Global 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
Q3 | $689K | Buy |
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|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $362K | Sell |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $369K | Hold |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $298K | Buy |
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|
2017
Q1 | $282K | Sell |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $274K | Sell |
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|
2016
Q1 | $270K | Hold |
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|
2015
Q4 | $258K | Hold |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $261K | Hold |
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|
2015
Q1 | $267K | Buy |
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|
2014
Q4 | $226K | Buy |
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|
2014
Q3 | $209K | Buy |
|