Stockman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $386K | Sell |
1,633
-57
| -3% | -$13.1K | 0.04% | 128 |
|
|
2026
Q1 | $363K | Sell |
1,690
-39
| -2% | -$8.69K | 0.04% | 125 |
|
|
2025
Q4 | $380K | Buy |
1,729
+195
| +13% | +$42.6K | 0.04% | 120 |
|
|
2025
Q3 | $331K | Sell |
1,534
-96
| -6% | -$20.2K | 0.04% | 130 |
|
|
2025
Q2 | $334K | Sell |
1,630
-167
| -9% | -$32.4K | 0.05% | 129 |
|
|
2025
Q1 | $349K | Buy |
1,797
+149
| +9% | +$29.6K | 0.05% | 124 |
|
|
2024
Q4 | $323K | Buy |
1,648
+74
| +5% | +$14.8K | 0.05% | 130 |
|
|
2024
Q3 | $312K | Sell |
1,574
-99
| -6% | -$18.9K | 0.05% | 143 |
|
|
2024
Q2 | $305K | Buy |
1,673
+509
| +44% | +$91.6K | 0.05% | 138 |
|
|
2024
Q1 | $212K | Buy |
+1,164
| New | +$204K | 0.04% | 167 |
|
|
2023
Q2 | – | Sell |
-2,847
| Closed | -$438K | – | 207 |
|
|
2023
Q1 | $438K | Sell |
2,847
-760
| -21% | -$116K | 0.1% | 119 |
|
|
2022
Q4 | $548K | Hold |
3,607
| – | – | 0.13% | 105 |
|
|
2022
Q3 | $488K | Sell |
3,607
-4
| -0.1% | -$595 | 0.13% | 96 |
|
|
2022
Q2 | $518K | Buy |
3,611
+322
| +10% | +$49K | 0.13% | 94 |
|
|
2022
Q1 | $533K | Sell |
3,289
-115
| -3% | -$18.6K | 0.11% | 100 |
|
|
2021
Q4 | $585K | Sell |
3,404
-1
| -0% | -$165 | 0.12% | 103 |
|
|
2021
Q3 | $523K | Buy |
3,405
+1,339
| +65% | +$213K | 0.12% | 109 |
|
|
2021
Q2 | $320K | Sell |
2,066
-25
| -1% | -$3.84K | 0.08% | 148 |
|
|
2021
Q1 | $308K | Sell |
2,091
-24
| -1% | -$3.41K | 0.09% | 138 |
|
|
2020
Q4 | $299K | Sell |
2,115
-32
| -1% | -$4.34K | 0.09% | 131 |
|
|
2020
Q3 | $276K | Sell |
2,147
-85
| -4% | -$10.7K | 0.1% | 125 |
|
|
2020
Q2 | $262K | Sell |
2,232
-1,391
| -38% | -$158K | 0.1% | 125 |
|
|
2020
Q1 | $375K | Sell |
3,623
-1,215
| -25% | -$145K | 0.17% | 96 |
|
|
2019
Q4 | $603K | Hold |
4,838
| – | – | 0.21% | 82 |
|
|
2019
Q3 | $579K | Hold |
4,838
| – | – | 0.22% | 83 |
|
|
2019
Q2 | $557K | Sell |
4,838
-107
| -2% | -$12K | 0.23% | 82 |
|
|
2019
Q1 | $542K | Sell |
4,945
-77
| -2% | -$8.12K | 0.24% | 79 |
|
|
2018
Q4 | $492K | Hold |
5,022
| – | – | 0.24% | 82 |
|
|
2018
Q3 | $556K | Sell |
5,022
-49
| -1% | -$5.27K | 0.24% | 75 |
|
|
2018
Q2 | $515K | Sell |
5,071
-65
| -1% | -$6.63K | 0.24% | 81 |
|
|
2018
Q1 | $519K | Sell |
5,136
-55
| -1% | -$5.7K | 0.24% | 78 |
|
|
2017
Q4 | $530K | Sell |
5,191
-5,850
| -53% | -$576K | 0.24% | 81 |
|
|
2017
Q3 | $1.05M | Buy |
11,041
+300
| +3% | +$28K | 0.5% | 57 |
|
|
2017
Q2 | $995K | Buy |
10,741
+4,935
| +85% | +$453K | 0.99% | 40 |
|
|
2017
Q1 | $522K | Buy |
+5,806
| New | +$514K | 0.3% | 74 |
|
Other funds holding VIG
HWM
Stockman Wealth Management's VIG Position: Q2 2026 in Review
Stockman Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, selling an estimated $13.1K and leaving 1,633 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #128.
Stockman Wealth Management first reported a position in VIG in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.05M in Q3 2017. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Stockman Wealth Management held 1,633 shares of Vanguard Dividend Appreciation ETF worth $386K as of Q2 2026.
- Stockman Wealth Management sold 57 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.1K.
- Vanguard Dividend Appreciation ETF made up 0.04% of Stockman Wealth Management's portfolio in Q2 2026, its #128 holding.
- Stockman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 35 quarters since.
- Stockman Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.05M in Q3 2017.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.