Estate Counselors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Estate Counselors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,575	Closed	-$5.55M	–	153
2023 Q4	$5.55M	Buy	32,575 +27,560	+550%	+$4.43M	0.69%	33
2023 Q3	$779K	Buy	5,015 +3,440	+218%	+$558K	0.1%	99
2023 Q2	$256K	Buy	+1,575	New	+$247K	0.03%	118
2023 Q1	–	Sell	-63,910	Closed	-$9.7M	–	166
2022 Q4	$9.7M	Buy	63,910 +62,975	+6,735%	+$9.39M	1.36%	21
2022 Q3	$126K	Sell	935 -48,585	-98%	-$7.23M	0.02%	120
2022 Q2	$7.1M	Buy	49,520 +45,585	+1,158%	+$6.94M	1.06%	32
2022 Q1	$638K	Sell	3,935 -68,130	-95%	-$11M	0.08%	105
2021 Q4	$12.4M	Buy	72,065 +66,515	+1,198%	+$11M	1.5%	23
2021 Q3	$852K	Sell	5,550 -7,405	-57%	-$1.18M	0.11%	109
2021 Q2	$2M	Sell	12,955 -445	-3%	-$68.3K	0.26%	55
2021 Q1	$1.97M	Buy	13,400 +3,465	+35%	+$493K	0.29%	56
2020 Q4	$1.4M	Buy	+9,935	New	+$1.35M	0.21%	58
2020 Q3	–	Sell	-1,550	Closed	-$181K	–	147
2020 Q2	$181K	Buy	+1,550	New	+$176K	0.03%	125
2020 Q1	–	Sell	-1,900	Closed	-$237K	–	138
2019 Q4	$237K	Hold	1,900	–	–	0.03%	73
2019 Q3	$227K	Hold	1,900	–	–	0.03%	66
2019 Q2	$219K	Hold	1,900	–	–	0.03%	65
2019 Q1	$208K	Sell	1,900 -3,800	-67%	-$401K	0.04%	64
2018 Q4	$558K	Hold	5,700	–	–	0.11%	57
2018 Q3	$631K	Sell	5,700 -1,800	-24%	-$193K	0.11%	52
2018 Q2	$762K	Buy	7,500 +1,600	+27%	+$163K	0.14%	54
2018 Q1	$596K	Sell	5,900 -1,000	-14%	-$104K	0.11%	57
2017 Q4	$704K	Hold	6,900	–	–	0.14%	53
2017 Q3	$654K	Sell	6,900 -1,010	-13%	-$94.2K	0.13%	50
2017 Q2	$733K	Sell	7,910 -2,200	-22%	-$202K	0.17%	51
2017 Q1	$909K	Buy	10,110 +740	+8%	+$65.6K	0.24%	52
2016 Q4	$798K	Buy	9,370 +200	+2%	+$16.8K	0.22%	60
2016 Q3	$770K	Hold	9,170	–	–	0.3%	43
2016 Q2	$763K	Hold	9,170	–	–	0.3%	44
2016 Q1	$745K	Sell	9,170 -2,270	-20%	-$174K	0.33%	41
2015 Q4	$890K	Buy	11,440 +4,200	+58%	+$328K	0.36%	42
2015 Q3	$533K	Sell	7,240 -2,200	-23%	-$170K	0.21%	55
2015 Q2	$741K	Hold	9,440	–	–	0.26%	41
2015 Q1	$760K	Buy	9,440 +300	+3%	+$24.3K	0.27%	42
2014 Q4	$742K	Hold	9,140	–	–	0.26%	40
2014 Q3	$703K	Hold	9,140	–	–	0.27%	38
2014 Q2	$712K	Hold	9,140	–	–	0.27%	37
2014 Q1	$688K	Hold	9,140	–	–	0.28%	37
2013 Q4	$688K	Hold	9,140	–	–	0.31%	38
2013 Q3	$636K	Sell	9,140 -1,300	-12%	-$89.9K	0.29%	40
2013 Q2	$695K	Buy	+10,440	New	+$701K	0.35%	38