GIA
Guyasuta Investment 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 | $217K | Buy |
1,061
+8
| +0.8% | +$1.64K | 0.01% | 249 |
|
2025
Q1 | $204K | Buy |
+1,053
| New | +$204K | 0.01% | 247 |
|
2024
Q4 | – | Sell |
-1,091
| Closed | -$216K | – | 276 |
|
2024
Q3 | $216K | Sell |
1,091
-117
| -10% | -$23.2K | 0.01% | 257 |
|
2024
Q2 | $206K | Hold |
1,208
| – | – | 0.02% | 240 |
|
2024
Q1 | $206K | Hold |
1,208
| – | – | 0.01% | 242 |
|
2023
Q4 | $206K | Buy |
+1,208
| New | +$206K | 0.01% | 242 |
|
2023
Q3 | – | Sell |
-2,435
| Closed | -$396K | – | 247 |
|
2023
Q2 | $396K | Sell |
2,435
-54
| -2% | -$8.77K | 0.03% | 169 |
|
2023
Q1 | $383K | Buy |
+2,489
| New | +$383K | 0.03% | 175 |
|
2022
Q4 | – | Sell |
-15,413
| Closed | -$2.08M | – | 244 |
|
2022
Q3 | $2.08M | Buy |
15,413
+73
| +0.5% | +$9.87K | 0.18% | 69 |
|
2022
Q2 | $2.2M | Hold |
15,340
| – | – | 0.17% | 73 |
|
2022
Q1 | $2.49M | Hold |
15,340
| – | – | 0.17% | 71 |
|
2021
Q4 | $2.64M | Buy |
15,340
+2,000
| +15% | +$344K | 0.17% | 76 |
|
2021
Q3 | $2.05M | Sell |
13,340
-15
| -0.1% | -$2.3K | 0.15% | 85 |
|
2021
Q2 | $2.07M | Buy |
13,355
+15
| +0.1% | +$2.32K | 0.15% | 82 |
|
2021
Q1 | $1.96M | Buy |
13,340
+3,055
| +30% | +$449K | 0.15% | 87 |
|
2020
Q4 | $1.45M | Buy |
10,285
+2,000
| +24% | +$282K | 0.12% | 93 |
|
2020
Q3 | $1.07M | Buy |
8,285
+1,850
| +29% | +$238K | 0.1% | 101 |
|
2020
Q2 | $754K | Buy |
6,435
+380
| +6% | +$44.5K | 0.08% | 116 |
|
2020
Q1 | $626K | Buy |
+6,055
| New | +$626K | 0.08% | 110 |
|