HAFS
Hapanowicz & Associates Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
83,588
+395
| +0.5% | +$80.8K | 8.64% | 4 |
|
|
2025
Q1 | $16.1M | Buy |
83,193
+2,807
| +3% | +$545K | 8.98% | 4 |
|
|
2024
Q4 | $15.7M | Sell |
80,386
-274
| -0.3% | -$53.7K | 7.91% | 5 |
|
|
2024
Q3 | $16M | Buy |
80,660
+1,888
| +2% | +$374K | 8.04% | 5 |
|
|
2024
Q2 | $14.4M | Buy |
78,772
+2,636
| +3% | +$481K | 8.21% | 5 |
|
|
2024
Q1 | $13.9M | Sell |
76,136
-1,393
| -2% | -$254K | 7.94% | 5 |
|
|
2023
Q4 | $13.2M | Buy |
77,529
+5,290
| +7% | +$901K | 8.14% | 5 |
|
|
2023
Q3 | $11.2M | Buy |
72,239
+2,349
| +3% | +$365K | 7.98% | 5 |
|
|
2023
Q2 | $11.4M | Sell |
69,890
-1,505
| -2% | -$244K | 7.59% | 5 |
|
|
2023
Q1 | $11M | Buy |
71,395
+1,175
| +2% | +$181K | 7.59% | 5 |
|
|
2022
Q4 | $10.7M | Buy |
+70,220
| New | +$10.7M | 7.74% | 5 |
|