GC
Grimes & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
11,397
+409
| +4% | +$83.7K | 0.06% | 157 |
|
|
2025
Q1 | $2.13M | Buy |
10,988
+222
| +2% | +$43.1K | 0.07% | 142 |
|
|
2024
Q4 | $2.11M | Sell |
10,766
-115
| -1% | -$22.5K | 0.06% | 149 |
|
|
2024
Q3 | $2.16M | Sell |
10,881
-1,231
| -10% | -$244K | 0.06% | 139 |
|
|
2024
Q2 | $2.21M | Sell |
12,112
-588
| -5% | -$107K | 0.07% | 131 |
|
|
2024
Q1 | $2.32M | Sell |
12,700
-389
| -3% | -$71K | 0.07% | 131 |
|
|
2023
Q4 | $2.23M | Sell |
13,089
-1,685
| -11% | -$287K | 0.07% | 128 |
|
|
2023
Q3 | $2.3M | Sell |
14,774
-66
| -0.4% | -$10.3K | 0.09% | 113 |
|
|
2023
Q2 | $2.41M | Sell |
14,840
-239
| -2% | -$38.8K | 0.09% | 111 |
|
|
2023
Q1 | $2.32M | Buy |
15,079
+80
| +0.5% | +$12.3K | 0.1% | 108 |
|
|
2022
Q4 | $2.28M | Buy |
14,999
+2,840
| +23% | +$431K | 0.1% | 114 |
|
|
2022
Q3 | $1.64M | Sell |
12,159
-52
| -0.4% | -$7.03K | 0.09% | 115 |
|
|
2022
Q2 | $1.75M | Buy |
12,211
+6
| +0% | +$861 | 0.09% | 117 |
|
|
2022
Q1 | $1.98M | Buy |
12,205
+15
| +0.1% | +$2.43K | 0.1% | 120 |
|
|
2021
Q4 | $2.09M | Buy |
12,190
+839
| +7% | +$144K | 0.1% | 119 |
|
|
2021
Q3 | $1.74M | Buy |
11,351
+14
| +0.1% | +$2.15K | 0.08% | 119 |
|
|
2021
Q2 | $1.76M | Buy |
11,337
+15
| +0.1% | +$2.32K | 0.08% | 120 |
|
|
2021
Q1 | $1.67M | Buy |
11,322
+170
| +2% | +$25K | 0.08% | 114 |
|
|
2020
Q4 | $1.57M | Buy |
11,152
+773
| +7% | +$109K | 0.08% | 116 |
|
|
2020
Q3 | $1.34M | Buy |
10,379
+488
| +5% | +$62.8K | 0.09% | 117 |
|
|
2020
Q2 | $1.16M | Sell |
9,891
-483
| -5% | -$56.6K | 0.08% | 116 |
|
|
2020
Q1 | $1.07M | Buy |
10,374
+14
| +0.1% | +$1.45K | 0.1% | 113 |
|
|
2019
Q4 | $1.29M | Buy |
10,360
+15
| +0.1% | +$1.87K | 0.08% | 126 |
|
|
2019
Q3 | $1.24M | Buy |
10,345
+186
| +2% | +$22.2K | 0.09% | 122 |
|
|
2019
Q2 | $1.17M | Buy |
10,159
+187
| +2% | +$21.5K | 0.09% | 119 |
|
|
2019
Q1 | $1.09M | Sell |
9,972
-94
| -0.9% | -$10.3K | 0.09% | 116 |
|
|
2018
Q4 | $986K | Buy |
10,066
+29
| +0.3% | +$2.84K | 0.1% | 108 |
|
|
2018
Q3 | $1.11M | Sell |
10,037
-74
| -0.7% | -$8.19K | 0.09% | 112 |
|
|
2018
Q2 | $1.03M | Buy |
10,111
+480
| +5% | +$48.8K | 0.09% | 120 |
|
|
2018
Q1 | $973K | Buy |
9,631
+11
| +0.1% | +$1.11K | 0.09% | 119 |
|
|
2017
Q4 | $982K | Sell |
9,620
-40
| -0.4% | -$4.08K | 0.09% | 110 |
|
|
2017
Q3 | $916K | Buy |
9,660
+13
| +0.1% | +$1.23K | 0.1% | 106 |
|
|
2017
Q2 | $894K | Buy |
9,647
+78
| +0.8% | +$7.23K | 0.1% | 108 |
|
|
2017
Q1 | $861K | Buy |
9,569
+58
| +0.6% | +$5.22K | 0.09% | 109 |
|
|
2016
Q4 | $810K | Buy |
9,511
+18
| +0.2% | +$1.53K | 0.09% | 112 |
|
|
2016
Q3 | $797K | Buy |
9,493
+592
| +7% | +$49.7K | 0.11% | 112 |
|
|
2016
Q2 | $741K | Buy |
8,901
+13
| +0.1% | +$1.08K | 0.1% | 109 |
|
|
2016
Q1 | $722K | Buy |
8,888
+3,790
| +74% | +$308K | 0.09% | 107 |
|
|
2015
Q4 | $396K | Buy |
+5,098
| New | +$396K | 0.05% | 130 |
|
|
2015
Q3 | – | Sell |
-5,192
| Closed | -$408K | – | 208 |
|
|
2015
Q2 | $408K | Buy |
+5,192
| New | +$408K | 0.06% | 121 |
|