Wealthcare Advisory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
109,846
+25,308
| +30% | +$5.18M | 0.51% | 37 |
|
|
2025
Q1 | $16.4M | Buy |
84,538
+3,927
| +5% | +$762K | 0.44% | 47 |
|
|
2024
Q4 | $15.8M | Sell |
80,611
-2,924
| -4% | -$573K | 0.44% | 44 |
|
|
2024
Q3 | $16.5M | Buy |
83,535
+365
| +0.4% | +$72.3K | 0.47% | 40 |
|
|
2024
Q2 | $15.2M | Buy |
83,170
+619
| +0.7% | +$113K | 0.47% | 42 |
|
|
2024
Q1 | $15.1M | Sell |
82,551
-22,943
| -22% | -$4.19M | 0.49% | 44 |
|
|
2023
Q4 | $18M | Buy |
105,494
+3,293
| +3% | +$561K | 0.71% | 35 |
|
|
2023
Q3 | $15.9M | Sell |
102,201
-6,744
| -6% | -$1.05M | 0.73% | 36 |
|
|
2023
Q2 | $17.7M | Sell |
108,945
-4,404
| -4% | -$715K | 0.79% | 29 |
|
|
2023
Q1 | $17.5M | Buy |
113,349
+20,695
| +22% | +$3.19M | 0.75% | 29 |
|
|
2022
Q4 | $14.1M | Buy |
92,654
+41,302
| +80% | +$6.27M | 0.67% | 35 |
|
|
2022
Q3 | $6.94M | Sell |
51,352
-33,301
| -39% | -$4.5M | 0.4% | 52 |
|
|
2022
Q2 | $12.1M | Sell |
84,653
-45,208
| -35% | -$6.49M | 0.73% | 33 |
|
|
2022
Q1 | $21.1M | Buy |
129,861
+37,695
| +41% | +$6.11M | 1.28% | 18 |
|
|
2021
Q4 | $15.8M | Buy |
92,166
+75,028
| +438% | +$12.9M | 0.95% | 25 |
|
|
2021
Q3 | $2.63M | Sell |
17,138
-5,149
| -23% | -$791K | 0.17% | 80 |
|
|
2021
Q2 | $3.45M | Buy |
22,287
+620
| +3% | +$96K | 0.23% | 64 |
|
|
2021
Q1 | $3.19M | Buy |
21,667
+3,894
| +22% | +$573K | 0.23% | 63 |
|
|
2020
Q4 | $2.51M | Buy |
17,773
+372
| +2% | +$52.5K | 0.22% | 61 |
|
|
2020
Q3 | $2.24M | Sell |
17,401
-1,187
| -6% | -$153K | 0.25% | 55 |
|
|
2020
Q2 | $2.18M | Buy |
18,588
+3,707
| +25% | +$434K | 0.27% | 47 |
|
|
2020
Q1 | $1.54M | Sell |
14,881
-2,046
| -12% | -$212K | 0.23% | 57 |
|
|
2019
Q4 | $2.11M | Buy |
16,927
+863
| +5% | +$108K | 0.27% | 47 |
|
|
2019
Q3 | $1.92M | Sell |
16,064
-939
| -6% | -$112K | 0.28% | 46 |
|
|
2019
Q2 | $1.96M | Sell |
17,003
-157
| -0.9% | -$18.1K | 0.31% | 44 |
|
|
2019
Q1 | $1.88M | Sell |
17,160
-1,026
| -6% | -$112K | 0.32% | 44 |
|
|
2018
Q4 | $1.78M | Buy |
18,186
+355
| +2% | +$34.8K | 0.35% | 44 |
|
|
2018
Q3 | $1.97M | Buy |
17,831
+1,686
| +10% | +$187K | 0.36% | 41 |
|
|
2018
Q2 | $1.64M | Buy |
16,145
+1,811
| +13% | +$184K | 0.32% | 47 |
|
|
2018
Q1 | $1.45M | Buy |
14,334
+4,819
| +51% | +$487K | 0.33% | 46 |
|
|
2017
Q4 | $971K | Buy |
9,515
+4,932
| +108% | +$503K | 0.25% | 53 |
|
|
2017
Q3 | $434K | Buy |
4,583
+3,964
| +640% | +$375K | 0.13% | 90 |
|
|
2017
Q2 | $57K | Buy |
619
+4
| +0.7% | +$368 | 0.03% | 46 |
|
|
2017
Q1 | $55K | Sell |
615
-342
| -36% | -$30.6K | 0.03% | 41 |
|
|
2016
Q4 | $81K | Buy |
957
+254
| +36% | +$21.5K | 0.05% | 39 |
|
|
2016
Q3 | $59K | Sell |
703
-1,969
| -74% | -$165K | 0.04% | 35 |
|
|
2016
Q2 | $222K | Buy |
+2,672
| New | +$222K | 0.16% | 29 |
|