Charles D. Hyman’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $478K | Hold |
2,620
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $478K | Hold |
2,620
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $446K | Sell |
2,620
-89
| -3% | -$14.3K | 0.03% | 172 |
|
|
2023
Q3 | $421K | Buy |
2,709
+42
| +2% | +$6.81K | 0.03% | 169 |
|
|
2023
Q2 | $433K | Sell |
2,667
-89
| -3% | -$13.9K | 0.03% | 175 |
|
|
2023
Q1 | $425K | Buy |
2,756
+168
| +6% | +$25.7K | 0.03% | 177 |
|
|
2022
Q4 | $393K | Sell |
2,588
-15
| -0.6% | -$2.24K | 0.03% | 174 |
|
|
2022
Q3 | $352K | Buy |
2,603
+9
| +0.3% | +$1.34K | 0.03% | 173 |
|
|
2022
Q2 | $372K | Sell |
2,594
-177
| -6% | -$26.9K | 0.03% | 173 |
|
|
2022
Q1 | $449K | Sell |
2,771
-42
| -1% | -$6.78K | 0.03% | 171 |
|
|
2021
Q4 | $483K | Buy |
2,813
+9
| +0.3% | +$1.48K | 0.03% | 168 |
|
|
2021
Q3 | $431K | Buy |
2,804
+79
| +3% | +$12.6K | 0.03% | 167 |
|
|
2021
Q2 | $422K | Buy |
2,725
+8
| +0.3% | +$1.23K | 0.03% | 172 |
|
|
2021
Q1 | $400K | Buy |
2,717
+7
| +0.3% | +$996 | 0.03% | 171 |
|
|
2020
Q4 | $383K | Buy |
2,710
+17
| +0.6% | +$2.3K | 0.03% | 173 |
|
|
2020
Q3 | $346K | Buy |
2,693
+9
| +0.3% | +$1.13K | 0.03% | 169 |
|
|
2020
Q2 | $314K | Buy |
2,684
+9
| +0.3% | +$1.02K | 0.03% | 169 |
|
|
2020
Q1 | $277K | Hold |
2,675
| – | – | 0.03% | 151 |
|
|
2019
Q4 | $333K | Buy |
2,675
+9
| +0.3% | +$1.09K | 0.03% | 157 |
|
|
2019
Q3 | $319K | Buy |
2,666
+9
| +0.3% | +$1.06K | 0.03% | 148 |
|
|
2019
Q2 | $306K | Buy |
2,657
+16
| +0.6% | +$1.79K | 0.03% | 154 |
|
|
2019
Q1 | $290K | Sell |
2,641
-18
| -0.7% | -$1.9K | 0.03% | 156 |
|
|
2018
Q4 | $260K | Buy |
2,659
+19
| +0.7% | +$1.98K | 0.03% | 145 |
|
|
2018
Q3 | $292K | Buy |
2,640
+10
| +0.4% | +$1.07K | 0.03% | 144 |
|
|
2018
Q2 | $267K | Buy |
2,630
+7
| +0.3% | +$714 | 0.03% | 147 |
|
|
2018
Q1 | $265K | Hold |
2,623
| – | – | 0.03% | 144 |
|
|
2017
Q4 | $268K | Buy |
2,623
+103
| +4% | +$10.1K | 0.03% | 142 |
|
|
2017
Q3 | $239K | Buy |
2,520
+8
| +0.3% | +$746 | 0.03% | 137 |
|
|
2017
Q2 | $233K | Buy |
2,512
+249
| +11% | +$22.8K | 0.03% | 130 |
|
|
2017
Q1 | $204K | Buy |
+2,263
| New | +$201K | 0.03% | 138 |
|
|
2015
Q4 | – | Sell |
-2,833
| Closed | -$209K | – | 144 |
|
|
2015
Q3 | $209K | Buy |
2,833
+33
| +1% | +$2.56K | 0.04% | 132 |
|
|
2015
Q2 | $220K | Sell |
2,800
-713
| -20% | -$57.8K | 0.04% | 135 |
|
|
2015
Q1 | $283K | Buy |
3,513
+19
| +0.5% | +$1.54K | 0.05% | 126 |
|
|
2014
Q4 | $284K | Buy |
3,494
+20
| +0.6% | +$1.58K | 0.05% | 123 |
|
|
2014
Q3 | $267K | Buy |
3,474
+17
| +0.5% | +$1.32K | 0.04% | 123 |
|
|
2014
Q2 | $269K | Buy |
+3,457
| New | +$264K | 0.05% | 126 |
|
Other funds holding VIG
HWM
RJA
Charles D. Hyman's VIG Position: Q2 2024 in Review
Charles D. Hyman held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2024 at 2,620 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #171.
Charles D. Hyman first reported a position in VIG in Q2 2014 and has held it in 36 quarters since. The position peaked at $483K in Q4 2021. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.
- Charles D. Hyman held 2,620 shares of Vanguard Dividend Appreciation ETF worth $478K as of Q2 2024.
- Charles D. Hyman left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2024.
- Vanguard Dividend Appreciation ETF made up 0.03% of Charles D. Hyman's portfolio in Q2 2024, its #171 holding.
- Charles D. Hyman first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 36 quarters since.
- Charles D. Hyman's Vanguard Dividend Appreciation ETF position peaked at $483K in Q4 2021.
- 2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.
Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.