
Wealth Enhancement Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $307M | Buy |
1,478,914
+65,450
| +5% | +$13.6M | 0.51% | 32 |
|
2025
Q1 | $274M | Buy |
1,413,464
+160,813
| +13% | +$31.2M | 0.52% | 33 |
|
2024
Q4 | $245M | Buy |
1,252,651
+317,280
| +34% | +$62.1M | 0.47% | 38 |
|
2024
Q3 | $185M | Sell |
935,371
-5,351
| -0.6% | -$1.06M | 0.4% | 45 |
|
2024
Q2 | $172M | Buy |
940,722
+129,297
| +16% | +$23.6M | 0.41% | 44 |
|
2024
Q1 | $148M | Buy |
811,425
+14,899
| +2% | +$2.72M | 0.38% | 50 |
|
2023
Q4 | $136M | Buy |
796,526
+34,572
| +5% | +$5.89M | 0.39% | 47 |
|
2023
Q3 | $118M | Buy |
761,954
+531,311
| +230% | +$82.6M | 0.39% | 52 |
|
2023
Q2 | $37.5M | Buy |
230,643
+150,294
| +187% | +$24.4M | 0.4% | 36 |
|
2023
Q1 | $12.4M | Sell |
80,349
-145,331
| -64% | -$22.4M | 0.14% | 78 |
|
2022
Q4 | $34.8M | Sell |
225,680
-124,948
| -36% | -$19.3M | 0.45% | 41 |
|
2022
Q3 | $48.1M | Sell |
350,628
-4,633
| -1% | -$635K | 0.69% | 31 |
|
2022
Q2 | $51.8M | Sell |
355,261
-9,600
| -3% | -$1.4M | 0.72% | 30 |
|
2022
Q1 | $59.5M | Sell |
364,861
-4,492
| -1% | -$732K | 0.8% | 28 |
|
2021
Q4 | $59.9M | Buy |
369,353
+6,409
| +2% | +$1.04M | 0.86% | 27 |
|
2021
Q3 | $59.7M | Sell |
362,944
-12,795
| -3% | -$2.1M | 0.88% | 26 |
|
2021
Q2 | $59.3M | Buy |
375,739
+7,402
| +2% | +$1.17M | 0.96% | 25 |
|
2021
Q1 | $55.2M | Buy |
368,337
+329,391
| +846% | +$49.3M | 1% | 22 |
|
2020
Q4 | $5.48M | Sell |
38,946
-3,754
| -9% | -$528K | 0.12% | 68 |
|
2020
Q3 | $5.74M | Sell |
42,700
-1,353
| -3% | -$182K | 0.15% | 54 |
|
2020
Q2 | $5.47M | Buy |
44,053
+8,342
| +23% | +$1.04M | 0.16% | 52 |
|
2020
Q1 | $4.07M | Buy |
35,711
+33,625
| +1,612% | +$3.83M | 0.15% | 69 |
|
2019
Q4 | $260K | Buy |
2,086
+10
| +0.5% | +$1.25K | 0.01% | 198 |
|
2019
Q3 | $247K | Buy |
2,076
+9
| +0.4% | +$1.07K | 0.01% | 192 |
|
2019
Q2 | $247K | Buy |
2,067
+9
| +0.4% | +$1.08K | 0.01% | 193 |
|
2019
Q1 | $232K | Buy |
2,058
+9
| +0.4% | +$1.02K | 0.01% | 175 |
|
2018
Q4 | $211K | Buy |
2,049
+12
| +0.6% | +$1.24K | 0.01% | 161 |
|
2018
Q3 | $207K | Buy |
+2,037
| New | +$207K | 0.01% | 162 |
|