Waverton Investment 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
Q4 | – | Sell |
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|
2025
Q3 | $251K | Hold |
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|
2025
Q2 | $238K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $12M | Buy |
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|
2016
Q2 | $8.6M | Buy |
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|
2016
Q1 | $5.36M | Buy |
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|
2015
Q4 | $1.43M | Buy |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $1.03M | Buy |
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