GCA
Gradient Capital 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 | $1.14M | Buy |
5,562
+30
| +0.5% | +$6.14K | 0.34% | 58 |
|
|
2025
Q1 | $1.07M | Sell |
5,532
-88
| -2% | -$17.1K | 0.35% | 56 |
|
|
2024
Q4 | $1.1M | Sell |
5,620
-111
| -2% | -$21.7K | 0.35% | 56 |
|
|
2024
Q3 | $1.14M | Sell |
5,731
-2
| -0% | -$396 | 0.38% | 57 |
|
|
2024
Q2 | $1.05M | Sell |
5,733
-168
| -3% | -$30.7K | 0.37% | 57 |
|
|
2024
Q1 | $1.08M | Buy |
5,901
+16
| +0.3% | +$2.92K | 0.4% | 58 |
|
|
2023
Q4 | $1M | Buy |
5,885
+19
| +0.3% | +$3.24K | 0.38% | 60 |
|
|
2023
Q3 | $911K | Sell |
5,866
-70
| -1% | -$10.9K | 0.38% | 58 |
|
|
2023
Q2 | $964K | Sell |
5,936
-110
| -2% | -$17.9K | 0.39% | 58 |
|
|
2023
Q1 | $931K | Sell |
6,046
-19
| -0.3% | -$2.93K | 0.4% | 57 |
|
|
2022
Q4 | $921K | Buy |
6,065
+13
| +0.2% | +$1.97K | 0.42% | 56 |
|
|
2022
Q3 | $818K | Buy |
6,052
+370
| +7% | +$50K | 0.39% | 60 |
|
|
2022
Q2 | $815K | Buy |
5,682
+11
| +0.2% | +$1.58K | 0.39% | 56 |
|
|
2022
Q1 | $920K | Buy |
5,671
+184
| +3% | +$29.9K | 0.39% | 57 |
|
|
2021
Q4 | $942K | Buy |
5,487
+336
| +7% | +$57.7K | 0.39% | 56 |
|
|
2021
Q3 | $791K | Buy |
5,151
+545
| +12% | +$83.7K | 0.36% | 60 |
|
|
2021
Q2 | $713K | Buy |
4,606
+985
| +27% | +$152K | 0.33% | 64 |
|
|
2021
Q1 | $533K | Sell |
3,621
-109
| -3% | -$16K | 0.28% | 70 |
|
|
2020
Q4 | $527K | Buy |
3,730
+153
| +4% | +$21.6K | 0.3% | 64 |
|
|
2020
Q3 | $460K | Sell |
3,577
-269
| -7% | -$34.6K | 0.29% | 68 |
|
|
2020
Q2 | $451K | Buy |
3,846
+145
| +4% | +$17K | 0.3% | 65 |
|
|
2020
Q1 | $383K | Sell |
3,701
-132
| -3% | -$13.7K | 0.31% | 64 |
|
|
2019
Q4 | $478K | Buy |
3,833
+459
| +14% | +$57.2K | 0.33% | 63 |
|
|
2019
Q3 | $403K | Sell |
3,374
-481
| -12% | -$57.5K | 0.3% | 65 |
|
|
2019
Q2 | $444K | Buy |
3,855
+443
| +13% | +$51K | 0.34% | 58 |
|
|
2019
Q1 | $374K | Buy |
3,412
+607
| +22% | +$66.5K | 0.3% | 64 |
|
|
2018
Q4 | $275K | Buy |
2,805
+735
| +36% | +$72.1K | 0.24% | 73 |
|
|
2018
Q3 | $229K | Buy |
2,070
+7
| +0.3% | +$774 | 0.19% | 82 |
|
|
2018
Q2 | $210K | Buy |
+2,063
| New | +$210K | 0.2% | 82 |
|