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Cooper/Haims Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
6,086
| – | – | 0.61% | 22 |
|
|
2025
Q1 | $1.18M | Sell |
6,086
-150
| -2% | -$29.1K | 0.64% | 21 |
|
|
2024
Q4 | $1.22M | Hold |
6,236
| – | – | 0.69% | 21 |
|
|
2024
Q3 | $1.24M | Buy |
6,236
+105
| +2% | +$20.8K | 0.68% | 22 |
|
|
2024
Q2 | $1.12M | Sell |
6,131
-500
| -8% | -$91.3K | 0.63% | 22 |
|
|
2024
Q1 | $1.21M | Hold |
6,631
| – | – | 0.7% | 22 |
|
|
2023
Q4 | $1.13M | Buy |
6,631
+400
| +6% | +$68.2K | 0.64% | 22 |
|
|
2023
Q3 | $968K | Sell |
6,231
-200
| -3% | -$31.1K | 0.75% | 20 |
|
|
2023
Q2 | $1.04M | Hold |
6,431
| – | – | 0.8% | 19 |
|
|
2023
Q1 | $990K | Hold |
6,431
| – | – | 0.79% | 20 |
|
|
2022
Q4 | $977K | Hold |
6,431
| – | – | 0.69% | 21 |
|
|
2022
Q3 | $869K | Hold |
6,431
| – | – | 0.72% | 21 |
|
|
2022
Q2 | $923K | Sell |
6,431
-556
| -8% | -$79.8K | 0.61% | 24 |
|
|
2022
Q1 | $1.13M | Buy |
6,987
+2
| +0% | +$324 | 0.74% | 21 |
|
|
2021
Q4 | $1.2M | Buy |
6,985
+2
| +0% | +$344 | 0.74% | 22 |
|
|
2021
Q3 | $1.07M | Buy |
6,983
+2
| +0% | +$307 | 0.65% | 24 |
|
|
2021
Q2 | $1.08M | Sell |
6,981
-248
| -3% | -$38.4K | 0.71% | 22 |
|
|
2021
Q1 | $1.06M | Buy |
7,229
+2
| +0% | +$294 | 0.75% | 21 |
|
|
2020
Q4 | $1.02M | Sell |
7,227
-320
| -4% | -$45.2K | 0.78% | 17 |
|
|
2020
Q3 | $971K | Sell |
7,547
-121
| -2% | -$15.6K | 0.8% | 17 |
|
|
2020
Q2 | $898K | Buy |
7,668
+539
| +8% | +$63.1K | 0.73% | 17 |
|
|
2020
Q1 | $737K | Sell |
7,129
-141
| -2% | -$14.6K | 0.64% | 16 |
|
|
2019
Q4 | $906K | Buy |
7,270
+500
| +7% | +$62.3K | 0.5% | 15 |
|
|
2019
Q3 | $810K | Sell |
6,770
-350
| -5% | -$41.9K | 0.49% | 16 |
|
|
2019
Q2 | $820K | Sell |
7,120
-4,097
| -37% | -$472K | 0.51% | 16 |
|
|
2019
Q1 | $1.23M | Hold |
11,217
| – | – | 0.78% | 11 |
|
|
2018
Q4 | $1.1M | Buy |
11,217
+2,413
| +27% | +$236K | 0.76% | 11 |
|
|
2018
Q3 | $975K | Hold |
8,804
| – | – | 0.67% | 13 |
|
|
2018
Q2 | $895K | Buy |
8,804
+113
| +1% | +$11.5K | 0.66% | 13 |
|
|
2018
Q1 | $878K | Hold |
8,691
| – | – | 0.77% | 13 |
|
|
2017
Q4 | $887K | Buy |
+8,691
| New | +$887K | 0.82% | 14 |
|