DFA
DHJJ Financial 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 | $6.79M | Buy |
33,174
+351
| +1% | +$71.8K | 2.45% | 8 |
|
|
2025
Q1 | $6.37M | Buy |
32,823
+85
| +0.3% | +$16.5K | 2.56% | 7 |
|
|
2024
Q4 | $6.41M | Buy |
32,738
+383
| +1% | +$75K | 2.5% | 7 |
|
|
2024
Q3 | $6.41M | Buy |
32,355
+73
| +0.2% | +$14.5K | 2.54% | 8 |
|
|
2024
Q2 | $5.89M | Sell |
32,282
-3
| -0% | -$548 | 2.49% | 8 |
|
|
2024
Q1 | $5.9M | Sell |
32,285
-150
| -0.5% | -$27.4K | 2.61% | 7 |
|
|
2023
Q4 | $5.53M | Sell |
32,435
-776
| -2% | -$132K | 2.58% | 8 |
|
|
2023
Q3 | $5.16M | Sell |
33,211
-610
| -2% | -$94.8K | 2.62% | 9 |
|
|
2023
Q2 | $5.49M | Sell |
33,821
-131
| -0.4% | -$21.3K | 2.86% | 9 |
|
|
2023
Q1 | $5.23M | Sell |
33,952
-345
| -1% | -$53.1K | 2.84% | 9 |
|
|
2022
Q4 | $5.2M | Sell |
34,297
-553
| -2% | -$83.9K | 2.98% | 8 |
|
|
2022
Q3 | $4.71M | Buy |
34,850
+393
| +1% | +$53.1K | 2.75% | 9 |
|
|
2022
Q2 | $4.95M | Buy |
34,457
+2,300
| +7% | +$331K | 2.77% | 9 |
|
|
2022
Q1 | $5.24M | Buy |
32,157
+199
| +0.6% | +$32.4K | 2.51% | 9 |
|
|
2021
Q4 | $5.49M | Buy |
31,958
+521
| +2% | +$89.5K | 2.58% | 9 |
|
|
2021
Q3 | $4.84M | Buy |
31,437
+1,669
| +6% | +$257K | 2.5% | 9 |
|
|
2021
Q2 | $4.61M | Buy |
29,768
+883
| +3% | +$137K | 2.43% | 9 |
|
|
2021
Q1 | $4.26M | Buy |
28,885
+1,119
| +4% | +$165K | 2.47% | 9 |
|
|
2020
Q4 | $3.92M | Buy |
+27,766
| New | +$3.92M | 2.46% | 9 |
|