DIM
Delta 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 | – | Sell |
-2,312
| Closed | -$449K | – | 259 |
|
|
2025
Q1 | $449K | Buy |
2,312
+614
| +36% | +$119K | 0.09% | 136 |
|
|
2024
Q4 | $332K | Buy |
1,698
+31
| +2% | +$6.07K | 0.06% | 180 |
|
|
2024
Q3 | $330K | Buy |
1,667
+25
| +2% | +$4.95K | 0.07% | 176 |
|
|
2024
Q2 | $300K | Buy |
1,642
+223
| +16% | +$40.7K | 0.07% | 163 |
|
|
2024
Q1 | $259K | Buy |
+1,419
| New | +$259K | 0.06% | 183 |
|
|
2023
Q1 | – | Sell |
-70,847
| Closed | -$10.8M | – | 198 |
|
|
2022
Q4 | $10.8M | Buy |
+70,847
| New | +$10.8M | 3.49% | 5 |
|