Rockbridge Investment Management’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 | $720K | Sell |
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|
2025
Q1 | $691K | Buy |
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|
2024
Q4 | $689K | Hold |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $642K | Hold |
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|
2023
Q4 | $599K | Hold |
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|
2023
Q3 | $546K | Hold |
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|
2023
Q2 | $571K | Hold |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $759K | Buy |
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|
2021
Q3 | $675K | Hold |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $539K | Hold |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $447K | Buy |
|