1834 Investment Advisors’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
2022 Q3	–	Sell	-260	Closed	-$37K	–	440
2022 Q2	$37K	Hold	260	–	–	0.01%	292
2022 Q1	$42K	Sell	260 -130	-33%	-$21K	0.01%	257
2021 Q4	$67K	Sell	390 -140	-26%	-$23.1K	0.01%	252
2021 Q3	$81K	Hold	530	–	–	0.01%	244
2021 Q2	$82K	Hold	530	–	–	0.01%	245
2021 Q1	$78K	Hold	530	–	–	0.01%	246
2020 Q4	$75K	Hold	530	–	–	0.01%	247
2020 Q3	$68K	Hold	530	–	–	0.01%	248
2020 Q2	$62K	Sell	530 -624	-54%	-$71K	0.01%	233
2020 Q1	$119K	Hold	1,154	–	–	0.02%	211
2019 Q4	$144K	Buy	1,154 +530	+85%	+$64.1K	0.02%	213
2019 Q3	$75K	Sell	624 -486	-44%	-$57.3K	0.01%	252
2019 Q2	$128K	Buy	1,110 +4	+0.4%	+$449	0.02%	221
2019 Q1	$121K	Hold	1,106	–	–	0.02%	218
2018 Q4	$108K	Buy	1,106 +5	+0.5%	+$521	0.02%	219
2018 Q3	$122K	Buy	1,101 +3	+0.3%	+$322	0.02%	224
2018 Q2	$112K	Buy	1,098 +2	+0.2%	+$204	0.02%	215
2018 Q1	$111K	Hold	1,096	–	–	0.02%	206
2017 Q4	$112K	Buy	+1,096	New	+$108K	0.02%	226