Sage Mountain 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 | $927K | Hold |
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|
2025
Q1 | $878K | Hold |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $774K | Buy |
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|
2024
Q1 | $648K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $551K | Hold |
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|
2023
Q2 | $576K | Hold |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $536K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $631K | Buy |
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