Wealthspire Advisors (New York)’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 | $15.6M | Sell |
76,078
-922
| -1% | -$189K | 0.09% | 91 |
|
|
2025
Q1 | $14.9M | Buy |
77,000
+37,777
| +96% | +$7.33M | 0.09% | 89 |
|
|
2024
Q4 | $7.68M | Buy |
39,223
+892
| +2% | +$175K | 0.08% | 122 |
|
|
2024
Q3 | $7.59M | Buy |
38,331
+4,462
| +13% | +$884K | 0.08% | 123 |
|
|
2024
Q2 | $6.18M | Sell |
33,869
-422
| -1% | -$77K | 0.08% | 102 |
|
|
2024
Q1 | $6.26M | Sell |
34,291
-4,364
| -11% | -$797K | 0.08% | 103 |
|
|
2023
Q4 | $6.59M | Sell |
38,655
-203
| -0.5% | -$34.6K | 0.09% | 100 |
|
|
2023
Q3 | $6.04M | Buy |
38,858
+506
| +1% | +$78.6K | 0.1% | 96 |
|
|
2023
Q2 | $6.23M | Buy |
38,352
+358
| +0.9% | +$58.2K | 0.1% | 89 |
|
|
2023
Q1 | $5.85M | Buy |
37,994
+2,438
| +7% | +$375K | 0.1% | 90 |
|
|
2022
Q4 | $5.4M | Sell |
35,556
-1,139
| -3% | -$173K | 0.1% | 95 |
|
|
2022
Q3 | $4.96M | Buy |
36,695
+1,462
| +4% | +$198K | 0.1% | 93 |
|
|
2022
Q2 | $5.06M | Sell |
35,233
-4,945
| -12% | -$709K | 0.11% | 89 |
|
|
2022
Q1 | $6.52M | Buy |
40,178
+453
| +1% | +$73.5K | 0.15% | 64 |
|
|
2021
Q4 | $6.82M | Sell |
39,725
-383
| -1% | -$65.8K | 0.15% | 68 |
|
|
2021
Q3 | $6.16M | Sell |
40,108
-2,056
| -5% | -$316K | 0.13% | 82 |
|
|
2021
Q2 | $6.53M | Sell |
42,164
-4,380
| -9% | -$678K | 0.17% | 59 |
|
|
2021
Q1 | $6.85M | Buy |
46,544
+1,017
| +2% | +$150K | 0.16% | 73 |
|
|
2020
Q4 | $6.43M | Buy |
45,527
+41,827
| +1,130% | +$5.9M | 0.19% | 63 |
|
|
2020
Q3 | $476K | Buy |
3,700
+427
| +13% | +$54.9K | 0.03% | 185 |
|
|
2020
Q2 | $384K | Sell |
3,273
-42,740
| -93% | -$5.01M | 0.03% | 178 |
|
|
2020
Q1 | $4.76M | Buy |
+46,013
| New | +$4.76M | 0.2% | 67 |
|
|
2019
Q1 | – | Sell |
-1,592
| Closed | -$156K | – | 768 |
|
|
2018
Q4 | $156K | Buy |
+1,592
| New | +$156K | 0.02% | 81 |
|