WA
Wealth Architects’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Buy |
249,760
+12,003
| +5% | +$2.46M | 5.19% | 5 |
|
|
2025
Q1 | $46.1M | Sell |
237,757
-8,197
| -3% | -$1.59M | 5.09% | 5 |
|
|
2024
Q4 | $48.2M | Buy |
245,954
+9,317
| +4% | +$1.82M | 5.44% | 4 |
|
|
2024
Q3 | $46.9M | Buy |
236,637
+8,943
| +4% | +$1.77M | 5.3% | 5 |
|
|
2024
Q2 | $41.6M | Sell |
227,694
-3,601
| -2% | -$657K | 5.08% | 5 |
|
|
2024
Q1 | $42.2M | Sell |
231,295
-4,591
| -2% | -$838K | 5.57% | 5 |
|
|
2023
Q4 | $40.2M | Buy |
235,886
+1,020
| +0.4% | +$174K | 5.64% | 4 |
|
|
2023
Q3 | $36.5M | Sell |
234,866
-3,319
| -1% | -$516K | 6.21% | 4 |
|
|
2023
Q2 | $38.7M | Buy |
238,185
+4,868
| +2% | +$791K | 6.38% | 3 |
|
|
2023
Q1 | $35.9M | Buy |
233,317
+6,842
| +3% | +$1.05M | 6.36% | 4 |
|
|
2022
Q4 | $34.4M | Buy |
226,475
+5,662
| +3% | +$860K | 6.51% | 3 |
|
|
2022
Q3 | $29.8M | Buy |
220,813
+3,454
| +2% | +$467K | 6.25% | 3 |
|
|
2022
Q2 | $31.2M | Sell |
217,359
-1,023
| -0.5% | -$147K | 6.09% | 3 |
|
|
2022
Q1 | $35.4M | Sell |
218,382
-4,946
| -2% | -$802K | 6.02% | 4 |
|
|
2021
Q4 | $38.4M | Buy |
223,328
+7,939
| +4% | +$1.36M | 6.72% | 3 |
|
|
2021
Q3 | $33.1M | Buy |
215,389
+3,596
| +2% | +$552K | 6.42% | 3 |
|
|
2021
Q2 | $32.8M | Buy |
211,793
+22,449
| +12% | +$3.47M | 6.42% | 4 |
|
|
2021
Q1 | $27.8M | Buy |
189,344
+6,995
| +4% | +$1.03M | 6.03% | 4 |
|
|
2020
Q4 | $25.7M | Buy |
182,349
+2,004
| +1% | +$283K | 5.99% | 4 |
|
|
2020
Q3 | $23.2M | Sell |
180,345
-4,356
| -2% | -$560K | 6.3% | 4 |
|
|
2020
Q2 | $21.6M | Buy |
184,701
+12,005
| +7% | +$1.41M | 6.07% | 4 |
|
|
2020
Q1 | $17.9M | Buy |
172,696
+8,767
| +5% | +$906K | 6.2% | 4 |
|
|
2019
Q4 | $20.4M | Buy |
163,929
+3,857
| +2% | +$481K | 5.71% | 5 |
|
|
2019
Q3 | $19.1M | Sell |
160,072
-2,636
| -2% | -$315K | 5.83% | 5 |
|
|
2019
Q2 | $18.7M | Buy |
162,708
+9,321
| +6% | +$1.07M | 5.64% | 6 |
|
|
2019
Q1 | $16.8M | Buy |
153,387
+12,785
| +9% | +$1.4M | 5.24% | 6 |
|
|
2018
Q4 | $13.8M | Buy |
140,602
+9,421
| +7% | +$923K | 4.95% | 6 |
|
|
2018
Q3 | $14.5M | Buy |
131,181
+9,143
| +7% | +$1.01M | 4.48% | 7 |
|
|
2018
Q2 | $12.4M | Buy |
122,038
+14,195
| +13% | +$1.44M | 4.01% | 8 |
|
|
2018
Q1 | $10.9M | Buy |
107,843
+22,132
| +26% | +$2.24M | 3.61% | 8 |
|
|
2017
Q4 | $8.75M | Buy |
85,711
+31,429
| +58% | +$3.21M | 2.87% | 10 |
|
|
2017
Q3 | $5.15M | Buy |
+54,282
| New | +$5.15M | 1.79% | 11 |
|
|
2015
Q3 | – | Sell |
-10,645
| Closed | -$836K | – | 134 |
|
|
2015
Q2 | $836K | Buy |
+10,645
| New | +$836K | 0.45% | 31 |
|