GB
Goepper Burkhardt’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
108,447
+1,976
| +2% | +$404K | 8.18% | 3 |
|
|
2025
Q1 | $20.7M | Sell |
106,471
-2,058
| -2% | -$399K | 8.26% | 3 |
|
|
2024
Q4 | $21.3M | Sell |
108,529
-112
| -0.1% | -$21.9K | 8.63% | 3 |
|
|
2024
Q3 | $21.5M | Sell |
108,641
-1,441
| -1% | -$285K | 8.87% | 3 |
|
|
2024
Q2 | $20.1M | Sell |
110,082
-4,180
| -4% | -$763K | 9.1% | 3 |
|
|
2024
Q1 | $20.7M | Sell |
114,262
-8,126
| -7% | -$1.47M | 9.64% | 3 |
|
|
2023
Q4 | $21.5M | Buy |
122,388
+7,408
| +6% | +$1.3M | 10.7% | 2 |
|
|
2023
Q3 | $17.9M | Buy |
114,980
+1,492
| +1% | +$232K | 10.9% | 2 |
|
|
2023
Q2 | $18.4M | Buy |
113,488
+3,547
| +3% | +$576K | 11.12% | 2 |
|
|
2023
Q1 | $16.9M | Buy |
109,941
+4,772
| +5% | +$735K | 11.08% | 2 |
|
|
2022
Q4 | $16M | Sell |
105,169
-2,787
| -3% | -$423K | 11.18% | 1 |
|
|
2022
Q3 | $14.6M | Sell |
107,956
-1,438
| -1% | -$194K | 10.85% | 3 |
|
|
2022
Q2 | $15.7M | Sell |
109,394
-248
| -0.2% | -$35.6K | 11.06% | 2 |
|
|
2022
Q1 | $17.8M | Buy |
109,642
+2,813
| +3% | +$456K | 10.79% | 3 |
|
|
2021
Q4 | $18.3M | Sell |
106,829
-2,030
| -2% | -$349K | 10.9% | 3 |
|
|
2021
Q3 | $16.7M | Sell |
108,859
-3,411
| -3% | -$524K | 10.66% | 3 |
|
|
2021
Q2 | $17.4M | Sell |
112,270
-4,976
| -4% | -$770K | 10.97% | 3 |
|
|
2021
Q1 | $17.2M | Sell |
117,246
-2,846
| -2% | -$419K | 11.72% | 2 |
|
|
2020
Q4 | $17M | Buy |
+120,092
| New | +$17M | 12.3% | 3 |
|