CIM
Corda Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
20,326
-359
| -2% | -$73.5K | 0.31% | 44 |
|
|
2025
Q1 | $4.01M | Buy |
20,685
+1,221
| +6% | +$237K | 0.32% | 41 |
|
|
2024
Q4 | $3.81M | Sell |
19,464
-76
| -0.4% | -$14.9K | 0.3% | 43 |
|
|
2024
Q3 | $3.87M | Buy |
19,540
+193
| +1% | +$38.2K | 0.3% | 43 |
|
|
2024
Q2 | $3.53M | Buy |
19,347
+181
| +0.9% | +$33K | 0.29% | 46 |
|
|
2024
Q1 | $3.5M | Buy |
19,166
+341
| +2% | +$62.3K | 0.28% | 46 |
|
|
2023
Q4 | $3.21M | Sell |
18,825
-291
| -2% | -$49.6K | 0.27% | 46 |
|
|
2023
Q3 | $2.97M | Sell |
19,116
-529
| -3% | -$82.2K | 0.27% | 46 |
|
|
2023
Q2 | $3.19M | Sell |
19,645
-1,319
| -6% | -$214K | 0.25% | 52 |
|
|
2023
Q1 | $3.23M | Sell |
20,964
-267
| -1% | -$41.1K | 0.26% | 52 |
|
|
2022
Q4 | $3.22M | Sell |
21,231
-860
| -4% | -$131K | 0.26% | 52 |
|
|
2022
Q3 | $2.99M | Sell |
22,091
-675
| -3% | -$91.2K | 0.27% | 53 |
|
|
2022
Q2 | $3.27M | Sell |
22,766
-2,188
| -9% | -$314K | 0.28% | 52 |
|
|
2022
Q1 | $4.05M | Buy |
24,954
+1,121
| +5% | +$182K | 0.31% | 54 |
|
|
2021
Q4 | $4.09M | Buy |
23,833
+921
| +4% | +$158K | 0.32% | 53 |
|
|
2021
Q3 | $3.52M | Buy |
22,912
+559
| +3% | +$85.9K | 0.31% | 51 |
|
|
2021
Q2 | $3.46M | Sell |
22,353
-219
| -1% | -$33.9K | 0.3% | 50 |
|
|
2021
Q1 | $3.32M | Buy |
22,572
+255
| +1% | +$37.5K | 0.3% | 48 |
|
|
2020
Q4 | $3.15M | Buy |
22,317
+1,373
| +7% | +$194K | 0.32% | 44 |
|
|
2020
Q3 | $2.7M | Buy |
20,944
+1,998
| +11% | +$257K | 0.29% | 47 |
|
|
2020
Q2 | $2.22M | Buy |
18,946
+2,288
| +14% | +$268K | 0.26% | 47 |
|
|
2020
Q1 | $1.72M | Buy |
+16,658
| New | +$1.72M | 0.22% | 49 |
|