Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.42M | Buy |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $3.37M | Sell |
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|
2022
Q3 | $66.1M | Sell |
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|
2022
Q2 | $95.3M | Buy |
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|
2022
Q1 | $66.1M | Buy |
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|
2021
Q4 | $67.5M | Sell |
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|
2021
Q3 | $85.8M | Sell |
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|
2021
Q2 | $95M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $22.5M | Sell |
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|
2020
Q3 | $34.2M | Buy |
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|
2020
Q2 | $16.3M | Sell |
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|
2020
Q1 | $16.3M | Sell |
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|
2019
Q4 | $28.8M | Sell |
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|
2019
Q3 | $31.9M | Buy |
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|
2019
Q2 | $27M | Buy |
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|
2019
Q1 | $25.7M | Buy |
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|
2018
Q4 | $4.42M | Sell |
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|
2018
Q3 | $13.9M | Sell |
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|
2018
Q2 | $15.6M | Buy |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $369K | Buy |
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