HPIA
Hamilton Point 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 | $509K | Hold |
2,476
| – | – | 0.08% | 94 |
|
|
2025
Q1 | $480K | Hold |
2,476
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $485K | Sell |
2,476
-236
| -9% | -$46.2K | 0.09% | 92 |
|
|
2024
Q3 | $539K | Buy |
2,712
+236
| +10% | +$46.9K | 0.1% | 84 |
|
|
2024
Q2 | $454K | Hold |
2,476
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $452K | Sell |
2,476
-369
| -13% | -$67.4K | 0.09% | 87 |
|
|
2023
Q4 | $485K | Hold |
2,845
| – | – | 0.1% | 89 |
|
|
2023
Q3 | $444K | Hold |
2,845
| – | – | 0.11% | 86 |
|
|
2023
Q2 | $464K | Hold |
2,845
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $438K | Buy |
+2,845
| New | +$438K | 0.11% | 83 |
|