Smart Money Group’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 | $385K | Sell |
1,883
-987
| -34% | -$202K | 0.12% | 63 |
|
|
2025
Q1 | $557K | Sell |
2,870
-19,165
| -87% | -$3.72M | 0.19% | 57 |
|
|
2024
Q4 | $4.32M | Sell |
22,035
-458
| -2% | -$89.7K | 1.49% | 16 |
|
|
2024
Q3 | $4.37M | Sell |
22,493
-579
| -3% | -$112K | 1.56% | 16 |
|
|
2024
Q2 | $4.38M | Sell |
23,072
-285
| -1% | -$54.1K | 1.57% | 19 |
|
|
2024
Q1 | $4.09M | Sell |
23,357
-2,725
| -10% | -$477K | 1.59% | 18 |
|
|
2023
Q4 | $4.44M | Sell |
26,082
-2,753
| -10% | -$469K | 1.94% | 14 |
|
|
2023
Q3 | $4.48M | Sell |
28,835
-7,005
| -20% | -$1.09M | 2.13% | 14 |
|
|
2023
Q2 | $5.82M | Sell |
35,840
-1,523
| -4% | -$247K | 2.78% | 10 |
|
|
2023
Q1 | $5.89M | Sell |
37,363
-1,947
| -5% | -$307K | 2.95% | 11 |
|
|
2022
Q4 | $5.97M | Sell |
39,310
-94
| -0.2% | -$14.3K | 3.12% | 11 |
|
|
2022
Q3 | $5.33M | Buy |
39,404
+241
| +0.6% | +$32.6K | 3.63% | 8 |
|
|
2022
Q2 | $5.62M | Sell |
39,163
-346
| -0.9% | -$49.6K | 3.9% | 7 |
|
|
2022
Q1 | $6.41M | Sell |
39,509
-1,708
| -4% | -$277K | 4.3% | 7 |
|
|
2021
Q4 | $7.08M | Sell |
41,217
-4,704
| -10% | -$808K | 4.52% | 8 |
|
|
2021
Q3 | $7.05M | Sell |
45,921
-1,221
| -3% | -$188K | 5.13% | 5 |
|
|
2021
Q2 | $5.52M | Buy |
47,142
+3,055
| +7% | +$358K | 6.33% | 4 |
|
|
2021
Q1 | $6.48M | Buy |
44,087
+2,768
| +7% | +$407K | 5.41% | 5 |
|
|
2020
Q4 | $5.83M | Buy |
41,319
+6,139
| +17% | +$867K | 4.91% | 5 |
|
|
2020
Q3 | $4.53M | Sell |
35,180
-11,980
| -25% | -$1.54M | 1.95% | 15 |
|
|
2020
Q2 | $5.53M | Buy |
47,160
+12,943
| +38% | +$1.52M | 3.27% | 9 |
|
|
2020
Q1 | $3.54M | Buy |
34,217
+31,263
| +1,058% | +$3.23M | 2.48% | 12 |
|
|
2019
Q4 | $368K | Buy |
2,954
+14
| +0.5% | +$1.74K | 0.22% | 62 |
|
|
2019
Q3 | $352K | Buy |
2,940
+13
| +0.4% | +$1.56K | 0.28% | 54 |
|
|
2019
Q2 | $337K | Buy |
2,927
+23
| +0.8% | +$2.65K | 0.28% | 55 |
|
|
2019
Q1 | $318K | Sell |
2,904
-603
| -17% | -$66K | 0.28% | 54 |
|
|
2018
Q4 | $343K | Buy |
3,507
+29
| +0.8% | +$2.84K | 0.36% | 46 |
|
|
2018
Q3 | $385K | Sell |
3,478
-22
| -0.6% | -$2.44K | 0.35% | 45 |
|
|
2018
Q2 | $356K | Sell |
3,500
-242
| -6% | -$24.6K | 0.32% | 45 |
|
|
2018
Q1 | $378K | Sell |
3,742
-599
| -14% | -$60.5K | 0.38% | 43 |
|
|
2017
Q4 | $443K | Buy |
+4,341
| New | +$443K | 0.69% | 27 |
|