Buckingham Strategic Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Buckingham Strategic Wealth’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$19.3M	Sell	105,583 -764	-0.7%	-$138K	0.2%	63
2024 Q1	$19.4M	Sell	106,347 -3,965	-4%	-$697K	0.21%	64
2023 Q4	$18.8M	Sell	110,312 -3,067	-3%	-$493K	0.22%	61
2023 Q3	$17.6M	Sell	113,379 -2,790	-2%	-$452K	0.25%	50
2023 Q2	$18.9M	Sell	116,169 -4,177	-3%	-$654K	0.27%	51
2023 Q1	$18.3M	Hold	120,346	–	–	0.33%	42
2022 Q4	$18.3M	Buy	120,346 +3,925	+3%	+$585K	0.33%	42
2022 Q3	$15.7M	Sell	116,421 -6,771	-5%	-$1.01M	0.32%	43
2022 Q2	$17.7M	Buy	123,192 +1,144	+0.9%	+$174K	0.35%	38
2022 Q1	$19.8M	Sell	122,048 -2,648	-2%	-$427K	0.39%	35
2021 Q4	$21.4M	Buy	124,696 +719	+0.6%	+$119K	0.41%	34
2021 Q3	$19M	Sell	123,977 -15,773	-11%	-$2.51M	0.39%	34
2021 Q2	$21.6M	Buy	139,750 +89,996	+181%	+$13.8M	0.52%	28
2021 Q1	$7.32M	Sell	49,754 -3,411	-6%	-$485K	0.36%	62
2020 Q4	$7.5M	Buy	53,165 +8,722	+20%	+$1.18M	0.39%	58
2020 Q3	$5.72M	Buy	44,443 +19,891	+81%	+$2.5M	0.44%	48
2020 Q2	$2.88M	Buy	24,552 +1,410	+6%	+$161K	0.27%	76
2020 Q1	$2.39M	Sell	23,142 -927	-4%	-$111K	0.23%	82
2019 Q4	$3M	Buy	24,069 +149	+0.6%	+$18K	0.29%	75
2019 Q3	$2.86M	Sell	23,920 -218	-0.9%	-$25.7K	0.31%	73
2019 Q2	$2.78M	Buy	24,138 +2,648	+12%	+$297K	0.3%	70
2019 Q1	$2.36M	Sell	21,490 -8,045	-27%	-$848K	0.3%	74
2018 Q4	$2.89M	Buy	29,535 +2,537	+9%	+$265K	0.44%	50
2018 Q3	$2.99M	Sell	26,998 -376	-1%	-$40.4K	0.46%	49
2018 Q2	$2.78M	Buy	27,374 +487	+2%	+$49.6K	0.45%	48
2018 Q1	$2.72M	Buy	26,887 +9,508	+55%	+$986K	0.53%	44
2017 Q4	$1.77M	Sell	17,379 -3,132	-15%	-$308K	0.37%	61
2017 Q3	$1.94M	Sell	20,511 -1,027	-5%	-$95.8K	0.46%	50
2017 Q2	$2M	Buy	21,538 +17,225	+399%	+$1.58M	0.47%	47
2017 Q1	$388K	Sell	4,313 -1,046	-20%	-$92.7K	0.11%	166
2016 Q4	$456K	Buy	+5,359	New	+$451K	0.15%	123
2015 Q1	–	Sell	-3,281	Closed	-$266K	–	228
2014 Q4	$266K	Buy	+3,281	New	+$259K	0.1%	153