Spire Wealth Management’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 | $3.93M | Sell |
19,213
-4,635
| -19% | -$949K | 0.14% | 134 |
|
|
2025
Q1 | $4.63M | Sell |
23,848
-6,989
| -23% | -$1.36M | 0.15% | 136 |
|
|
2024
Q4 | $6.04M | Buy |
30,837
+2,614
| +9% | +$512K | 0.19% | 110 |
|
|
2024
Q3 | $5.59M | Sell |
28,223
-181
| -0.6% | -$35.8K | 0.19% | 111 |
|
|
2024
Q2 | $5.19M | Sell |
28,404
-12,129
| -30% | -$2.21M | 0.18% | 116 |
|
|
2024
Q1 | $7.4M | Sell |
40,533
-191
| -0.5% | -$34.9K | 0.13% | 114 |
|
|
2023
Q4 | $7M | Buy |
40,724
+4,024
| +11% | +$692K | 0.23% | 89 |
|
|
2023
Q3 | $5.7M | Buy |
36,700
+2,261
| +7% | +$351K | 0.22% | 89 |
|
|
2023
Q2 | $5.59M | Buy |
34,439
+1,430
| +4% | +$232K | 0.21% | 97 |
|
|
2023
Q1 | $5.08M | Buy |
33,009
+7,498
| +29% | +$1.15M | 0.2% | 109 |
|
|
2022
Q4 | $3.87M | Sell |
25,511
-2,240
| -8% | -$340K | 0.22% | 103 |
|
|
2022
Q3 | $3.75M | Sell |
27,751
-9,399
| -25% | -$1.27M | 0.23% | 100 |
|
|
2022
Q2 | $5.33M | Sell |
37,150
-7,745
| -17% | -$1.11M | 0.22% | 115 |
|
|
2022
Q1 | $7.29M | Sell |
44,895
-2,489
| -5% | -$404K | 0.2% | 125 |
|
|
2021
Q4 | $8.14M | Sell |
47,384
-1,642
| -3% | -$282K | 0.18% | 136 |
|
|
2021
Q3 | $7.53M | Sell |
49,026
-5,458
| -10% | -$839K | 0.2% | 127 |
|
|
2021
Q2 | $8.18M | Sell |
54,484
-3,086
| -5% | -$463K | 0.22% | 121 |
|
|
2021
Q1 | $8.31M | Buy |
+57,570
| New | +$8.31M | 0.22% | 116 |
|