Sequoia Financial 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
Q3 | $57.6M | Buy |
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|
2025
Q2 | $51M | Buy |
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|
2025
Q1 | $37.3M | Buy |
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $979K | Buy |
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|
2021
Q4 | $894K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $697K | Buy |
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|
2020
Q4 | $607K | Sell |
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|
2020
Q3 | $678K | Buy |
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|
2020
Q2 | $486K | Buy |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $477K | Buy |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $462K | Buy |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $323K | Buy |
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|
2017
Q4 | $315K | Buy |
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