Gunn & Company Investment Management’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
2024
Q3
$525K Sell
2,650
-1,392
-34% -$276K 0.36% 48
2024
Q2
$738K Buy
4,042
+1,392
+53% +$254K 0.04% 77
2024
Q1
$484K Sell
2,650
-1,232
-32% -$225K 0.36% 46
2023
Q4
$661K Buy
3,882
+1,232
+46% +$210K 0.04% 67
2023
Q3
$412K Buy
+2,650
New +$412K 0.36% 45