GHP Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
1,468
+173
| +13% | +$35.4K | 0.01% | 341 |
|
|
2025
Q1 | $251K | Sell |
1,295
-130
| -9% | -$25.2K | 0.01% | 350 |
|
|
2024
Q4 | $279K | Sell |
1,425
-74
| -5% | -$14.5K | 0.01% | 348 |
|
|
2024
Q3 | $297K | Buy |
1,499
+48
| +3% | +$9.51K | 0.01% | 341 |
|
|
2024
Q2 | $265K | Hold |
1,451
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $265K | Hold |
1,451
| – | – | 0.01% | 352 |
|
|
2023
Q4 | $247K | Hold |
1,451
| – | – | 0.01% | 356 |
|
|
2023
Q3 | $226K | Buy |
1,451
+1,119
| +337% | +$174K | 0.01% | 356 |
|
|
2023
Q2 | $54.2K | Buy |
332
+144
| +77% | +$23.5K | ﹤0.01% | 481 |
|
|
2023
Q1 | $29K | Sell |
188
-1,053
| -85% | -$162K | ﹤0.01% | 550 |
|
|
2022
Q4 | $188K | Buy |
1,241
+619
| +100% | +$94K | 0.01% | 373 |
|
|
2022
Q3 | $84K | Buy |
622
+500
| +410% | +$67.5K | 0.01% | 439 |
|
|
2022
Q2 | $18K | Hold |
122
| – | – | ﹤0.01% | 594 |
|
|
2022
Q1 | $20K | Buy |
+122
| New | +$20K | ﹤0.01% | 612 |
|