Westside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.67M | Hold |
32,421
| – | – | 1.01% | 24 |
|
|
2026
Q1 | $6.98M | Sell |
32,421
-20
| -0.1% | -$4.46K | 1.07% | 19 |
|
|
2025
Q4 | $7.13M | Sell |
32,441
-471
| -1% | -$103K | 1.14% | 20 |
|
|
2025
Q3 | $7.11M | Sell |
32,912
-365
| -1% | -$76.6K | 1.14% | 21 |
|
|
2025
Q2 | $6.82M | Buy |
33,277
+720
| +2% | +$140K | 1.26% | 15 |
|
|
2025
Q1 | $6.31M | Sell |
32,557
-246
| -0.7% | -$48.9K | 1.35% | 14 |
|
|
2024
Q4 | $6.42M | Buy |
32,803
+166
| +0.5% | +$33.1K | 1.35% | 15 |
|
|
2024
Q3 | $6.44M | Sell |
32,637
-1,039
| -3% | -$198K | 1.37% | 16 |
|
|
2024
Q2 | $6.15M | Buy |
33,676
+123
| +0.4% | +$22.1K | 1.41% | 14 |
|
|
2024
Q1 | $6.12M | Sell |
33,553
-320
| -0.9% | -$56.2K | 1.47% | 14 |
|
|
2023
Q4 | $5.77M | Sell |
33,873
-183
| -0.5% | -$29.4K | 1.48% | 13 |
|
|
2023
Q3 | $5.29M | Sell |
34,056
-379
| -1% | -$61.4K | 1.52% | 13 |
|
|
2023
Q2 | $5.59M | Sell |
34,435
-1,626
| -5% | -$255K | 1.58% | 11 |
|
|
2023
Q1 | $5.55M | Sell |
36,061
-2,675
| -7% | -$410K | 1.63% | 10 |
|
|
2022
Q4 | $438K | Buy |
38,736
+2,571
| +7% | +$383K | 1.08% | 22 |
|
|
2022
Q3 | $500K | Buy |
36,165
+1,790
| +5% | +$266K | 1.2% | 18 |
|
|
2022
Q2 | $484K | Sell |
34,375
-5,107
| -13% | -$777K | 1.1% | 21 |
|
|
2022
Q1 | $486K | Sell |
39,482
-905
| -2% | -$146K | 1.07% | 22 |
|
|
2021
Q4 | $481K | Sell |
40,387
-1,480
| -4% | -$244K | 1.1% | 22 |
|
|
2021
Q3 | $479K | Buy |
41,867
+300
| +0.7% | +$47.8K | 1.1% | 22 |
|
|
2021
Q2 | $455K | Buy |
41,567
+2,050
| +5% | +$315K | 1.05% | 23 |
|
|
2021
Q1 | $344K | Sell |
39,517
-410
| -1% | -$58.3K | 0.91% | 26 |
|
|
2020
Q4 | $330K | Sell |
39,927
-188
| -0.5% | -$25.5K | 0.9% | 27 |
|
|
2020
Q3 | $301K | Sell |
40,115
-65
| -0.2% | -$8.18K | 0.14% | 23 |
|
|
2020
Q2 | $274K | Sell |
40,180
-1,290
| -3% | -$147K | 0.16% | 19 |
|
|
2020
Q1 | $450K | Buy |
+41,470
| New | +$4.95M | 0.31% | 6 |
|
|
2019
Q2 | $49.9K | Buy |
+44,690
| New | +$5.01M | 0.11% | 39 |
|
|
2018
Q4 | $4.95M | Buy |
50,560
+1,530
| +3% | +$160K | 1.81% | 6 |
|
|
2018
Q3 | $5.44M | Buy |
49,030
+270
| +0.6% | +$29K | 1.74% | 5 |
|
|
2018
Q2 | $4.96M | Buy |
48,760
+1,800
| +4% | +$183K | 1.75% | 6 |
|
|
2018
Q1 | $4.64M | Buy |
46,960
+838
| +2% | +$86.9K | 2.55% | 6 |
|
|
2017
Q4 | $4.81M | Sell |
46,122
-150
| -0.3% | -$14.8K | 2.61% | 6 |
|
|
2017
Q3 | $4.41M | Sell |
46,272
-959
| -2% | -$89.5K | 2.66% | 6 |
|
|
2017
Q2 | $4.37M | Buy |
47,231
+450
| +1% | +$41.3K | 2.85% | 6 |
|
|
2017
Q1 | $4.18M | Buy |
46,781
+11,406
| +32% | +$1.01M | 1.99% | 6 |
|
|
2016
Q4 | $3.04M | Buy |
+35,375
| New | +$2.97M | 2.07% | 5 |
|
Other funds holding VIG
HWM
Westside Investment Management's VIG Position: Q2 2026 in Review
Westside Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 32,421 shares worth $7.67M. The position accounts for 1.01% of the portfolio, ranked #24.
Westside Investment Management first reported a position in VIG in Q4 2016 and has held it in 36 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Westside Investment Management held 32,421 shares of Vanguard Dividend Appreciation ETF worth $7.67M as of Q2 2026.
- Westside Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
- Vanguard Dividend Appreciation ETF made up 1.01% of Westside Investment Management's portfolio in Q2 2026, its #24 holding.
- Westside Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 36 quarters since.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.