Perennial 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 | $2.19M | Sell |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.25M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $567K | Buy |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $614K | Buy |
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