Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.6M | Buy |
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|
2023
Q2 | $36.2M | Sell |
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|
2023
Q1 | $34.6M | Sell |
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|
2022
Q4 | $63.3M | Buy |
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|
2022
Q3 | $58.4M | Buy |
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|
2022
Q2 | $30.3M | Buy |
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|
2022
Q1 | $31.4M | Sell |
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|
2021
Q4 | $33.8M | Buy |
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|
2021
Q3 | $29.5M | Buy |
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|
2021
Q2 | $27.6M | Sell |
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|
2021
Q1 | $26.6M | Sell |
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|
2020
Q4 | $26.3M | Buy |
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|
2020
Q3 | $1.07M | Hold |
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|
2020
Q2 | $972K | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $14M | Hold |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $933K | Buy |
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|
2018
Q4 | $598K | Buy |
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|
2018
Q3 | $129K | Buy |
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|
2018
Q2 | $110K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $236K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $30K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $18K | Hold |
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|
2014
Q1 | $18K | Hold |
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|
2013
Q4 | $18K | Buy |
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