RWM
Ritholtz Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
13,156
+68
| +0.5% | +$13.9K | 0.06% | 222 |
|
|
2025
Q1 | $2.54M | Sell |
13,088
-26
| -0.2% | -$5.04K | 0.08% | 194 |
|
|
2024
Q4 | $2.57M | Buy |
13,114
+1,760
| +16% | +$345K | 0.08% | 184 |
|
|
2024
Q3 | $2.25M | Sell |
11,354
-639
| -5% | -$127K | 0.07% | 206 |
|
|
2024
Q2 | $2.19M | Sell |
11,993
-256
| -2% | -$46.7K | 0.07% | 187 |
|
|
2024
Q1 | $2.24M | Buy |
12,249
+877
| +8% | +$160K | 0.08% | 178 |
|
|
2023
Q4 | $1.94M | Sell |
11,372
-438
| -4% | -$74.6K | 0.08% | 173 |
|
|
2023
Q3 | $1.84M | Buy |
11,810
+423
| +4% | +$65.7K | 0.08% | 155 |
|
|
2023
Q2 | $1.85M | Buy |
11,387
+1,680
| +17% | +$273K | 0.08% | 153 |
|
|
2023
Q1 | $1.49M | Sell |
9,707
-3,204
| -25% | -$493K | 0.07% | 173 |
|
|
2022
Q4 | $1.96M | Sell |
12,911
-2,543
| -16% | -$386K | 0.11% | 129 |
|
|
2022
Q3 | $2.09M | Buy |
15,454
+2,085
| +16% | +$282K | 0.11% | 130 |
|
|
2022
Q2 | $1.92M | Buy |
13,369
+127
| +1% | +$18.2K | 0.12% | 98 |
|
|
2022
Q1 | $2.15M | Sell |
13,242
-48
| -0.4% | -$7.78K | 0.15% | 85 |
|
|
2021
Q4 | $2.28M | Buy |
13,290
+162
| +1% | +$27.8K | 0.14% | 70 |
|
|
2021
Q3 | $2.02M | Buy |
13,128
+276
| +2% | +$42.4K | 0.14% | 73 |
|
|
2021
Q2 | $1.99M | Buy |
12,852
+354
| +3% | +$54.8K | 0.14% | 71 |
|
|
2021
Q1 | $1.84M | Sell |
12,498
-2,048
| -14% | -$301K | 0.15% | 67 |
|
|
2020
Q4 | $2.05M | Hold |
14,546
| – | – | 0.2% | 55 |
|
|
2020
Q3 | $1.87M | Buy |
14,546
+9,440
| +185% | +$1.21M | 0.21% | 47 |
|
|
2020
Q2 | $598K | Buy |
5,106
+40
| +0.8% | +$4.69K | 0.08% | 96 |
|
|
2020
Q1 | $524K | Sell |
5,066
-804
| -14% | -$83.2K | 0.08% | 72 |
|
|
2019
Q4 | $732K | Sell |
5,870
-132
| -2% | -$16.5K | 0.11% | 67 |
|
|
2019
Q3 | $718K | Buy |
6,002
+465
| +8% | +$55.6K | 0.12% | 60 |
|
|
2019
Q2 | $638K | Sell |
5,537
-190
| -3% | -$21.9K | 0.11% | 61 |
|
|
2019
Q1 | $628K | Sell |
5,727
-551
| -9% | -$60.4K | 0.12% | 65 |
|
|
2018
Q4 | $615K | Buy |
6,278
+537
| +9% | +$52.6K | 0.14% | 56 |
|
|
2018
Q3 | $636K | Sell |
5,741
-33
| -0.6% | -$3.66K | 0.16% | 51 |
|
|
2018
Q2 | $587K | Sell |
5,774
-103
| -2% | -$10.5K | 0.16% | 52 |
|
|
2018
Q1 | $594K | Sell |
5,877
-9,667
| -62% | -$977K | 0.17% | 51 |
|
|
2017
Q4 | $1.59M | Buy |
15,544
+1,081
| +7% | +$110K | 0.47% | 24 |
|
|
2017
Q3 | $1.37M | Sell |
14,463
-99
| -0.7% | -$9.39K | 0.51% | 20 |
|
|
2017
Q2 | $1.35M | Buy |
+14,562
| New | +$1.35M | 0.57% | 20 |
|
|
2016
Q4 | $403K | Buy |
+4,729
| New | +$403K | 0.21% | 49 |
|