Anchor Capital 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
2026 Q1	$226K	Buy	1,052 +34	+3%	+$7.58K	0.01%	238
2025 Q4	$224K	Buy	+1,018	New	+$222K	0.01%	244
2024 Q1	–	Sell	-1,630	Closed	-$278K	–	251
2023 Q4	$278K	Hold	1,630	–	–	0.01%	223
2023 Q3	$253K	Hold	1,630	–	–	0.01%	247
2023 Q2	$265K	Sell	1,630 -250	-13%	-$39.1K	0.01%	246
2023 Q1	$290K	Hold	1,880	–	–	0.01%	239
2022 Q4	$285K	Hold	1,880	–	–	0.01%	242
2022 Q3	$254K	Hold	1,880	–	–	0.01%	247
2022 Q2	$270K	Hold	1,880	–	–	0.01%	251
2022 Q1	$305K	Sell	1,880 -500	-21%	-$80.7K	0.01%	249
2021 Q4	$409K	Sell	2,380 -250	-10%	-$41.2K	0.01%	232
2021 Q3	$404K	Buy	+2,630	New	+$419K	0.01%	231