Plante Moran Financial Advisors’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 | $741K | Buy |
3,622
+553
| +18% | +$113K | 0.05% | 61 |
|
|
2025
Q1 | $595K | Sell |
3,069
-573
| -16% | -$111K | 0.05% | 70 |
|
|
2024
Q4 | $713K | Buy |
3,642
+468
| +15% | +$91.6K | 0.06% | 68 |
|
|
2024
Q3 | $629K | Hold |
3,174
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $579K | Sell |
3,174
-93
| -3% | -$17K | 0.06% | 73 |
|
|
2024
Q1 | $597K | Sell |
3,267
-285
| -8% | -$52K | 0.06% | 73 |
|
|
2023
Q4 | $605K | Buy |
3,552
+47
| +1% | +$8.01K | 0.06% | 73 |
|
|
2023
Q3 | $545K | Sell |
3,505
-291
| -8% | -$45.2K | 0.07% | 70 |
|
|
2023
Q2 | $617K | Buy |
3,796
+139
| +4% | +$22.6K | 0.07% | 69 |
|
|
2023
Q1 | $563K | Sell |
3,657
-210
| -5% | -$32.3K | 0.08% | 75 |
|
|
2022
Q4 | $587K | Sell |
3,867
-2,268
| -37% | -$344K | 0.09% | 71 |
|
|
2022
Q3 | $829K | Buy |
6,135
+1,724
| +39% | +$233K | 0.14% | 50 |
|
|
2022
Q2 | $633K | Sell |
4,411
-30
| -0.7% | -$4.31K | 0.11% | 64 |
|
|
2022
Q1 | $720K | Sell |
4,441
-637
| -13% | -$103K | 0.13% | 63 |
|
|
2021
Q4 | $872K | Sell |
5,078
-8,879
| -64% | -$1.52M | 0.14% | 60 |
|
|
2021
Q3 | $2.14M | Buy |
13,957
+147
| +1% | +$22.6K | 0.48% | 22 |
|
|
2021
Q2 | $2.14M | Buy |
13,810
+1,602
| +13% | +$248K | 0.52% | 22 |
|
|
2021
Q1 | $1.8M | Buy |
12,208
+603
| +5% | +$88.7K | 0.49% | 24 |
|
|
2020
Q4 | $1.64M | Buy |
11,605
+1,809
| +18% | +$255K | 0.51% | 24 |
|
|
2020
Q3 | $1.26M | Buy |
9,796
+6
| +0.1% | +$772 | 0.44% | 32 |
|
|
2020
Q2 | $1.15M | Hold |
9,790
| – | – | 0.46% | 31 |
|
|
2020
Q1 | $1.01M | Buy |
9,790
+921
| +10% | +$95.2K | 0.46% | 32 |
|
|
2019
Q4 | $1.11M | Sell |
8,869
-1,525
| -15% | -$190K | 0.39% | 40 |
|
|
2019
Q3 | $1.24M | Hold |
10,394
| – | – | 0.36% | 44 |
|
|
2019
Q2 | $1.2M | Sell |
10,394
-209
| -2% | -$24.1K | 0.37% | 38 |
|
|
2019
Q1 | $1.16M | Hold |
10,603
| – | – | 0.36% | 40 |
|
|
2018
Q4 | $1.04M | Buy |
10,603
+500
| +5% | +$49K | 0.36% | 43 |
|
|
2018
Q3 | $1.12M | Hold |
10,103
| – | – | 0.36% | 38 |
|
|
2018
Q2 | $1.03M | Buy |
10,103
+282
| +3% | +$28.7K | 0.52% | 38 |
|
|
2018
Q1 | $992K | Hold |
9,821
| – | – | 0.54% | 37 |
|
|
2017
Q4 | $1M | Hold |
9,821
| – | – | 0.56% | 35 |
|
|
2017
Q3 | $931K | Sell |
9,821
-50
| -0.5% | -$4.74K | 0.55% | 40 |
|
|
2017
Q2 | $915K | Buy |
9,871
+1,270
| +15% | +$118K | 0.57% | 38 |
|
|
2017
Q1 | $774K | Buy |
8,601
+1,972
| +30% | +$177K | 0.47% | 44 |
|
|
2016
Q4 | $565K | Buy |
6,629
+726
| +12% | +$61.9K | 0.35% | 61 |
|
|
2016
Q3 | $495K | Buy |
5,903
+607
| +11% | +$50.9K | 0.33% | 63 |
|
|
2016
Q2 | $441K | Buy |
5,296
+1,877
| +55% | +$156K | 0.32% | 67 |
|
|
2016
Q1 | $278K | Buy |
3,419
+809
| +31% | +$65.8K | 0.21% | 86 |
|
|
2015
Q4 | $203K | Hold |
2,610
| – | – | 0.15% | 108 |
|
|
2015
Q3 | $192K | Hold |
2,610
| – | – | 0.15% | 109 |
|
|
2015
Q2 | $205K | Buy |
2,610
+2,100
| +412% | +$165K | 0.15% | 111 |
|
|
2015
Q1 | $41K | Buy |
+510
| New | +$41K | 0.03% | 311 |
|
|
2014
Q1 | – | Sell |
-517
| Closed | -$39K | – | 705 |
|
|
2013
Q4 | $39K | Buy |
+517
| New | +$39K | 0.02% | 269 |
|