HA
HC Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,147
| Closed | -$392K | – | 82 |
|
2024
Q1 | $392K | Sell |
2,147
-447
| -17% | -$81.6K | 0.19% | 65 |
|
2023
Q4 | $442K | Buy |
2,594
+1,094
| +73% | +$186K | 0.25% | 55 |
|
2023
Q3 | $233K | Hold |
1,500
| – | – | 0.14% | 70 |
|
2023
Q2 | $244K | Hold |
1,500
| – | – | 0.14% | 71 |
|
2023
Q1 | $231K | Hold |
1,500
| – | – | 0.14% | 71 |
|
2022
Q4 | $228K | Hold |
1,500
| – | – | 0.16% | 69 |
|
2022
Q3 | $203K | Hold |
1,500
| – | – | 0.14% | 75 |
|
2022
Q2 | $215K | Hold |
1,500
| – | – | 0.15% | 71 |
|
2022
Q1 | $243K | Hold |
1,500
| – | – | 0.15% | 75 |
|
2021
Q4 | $258K | Hold |
1,500
| – | – | 0.16% | 66 |
|
2021
Q3 | $230K | Hold |
1,500
| – | – | 0.15% | 64 |
|
2021
Q2 | $232K | Hold |
1,500
| – | – | 0.14% | 70 |
|
2021
Q1 | $221K | Hold |
1,500
| – | – | 0.14% | 73 |
|
2020
Q4 | $212K | Buy |
+1,500
| New | +$212K | 0.14% | 79 |
|