Heck Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
2,546
+156
| +7% | +$31.9K | 0.04% | 129 |
|
|
2025
Q1 | $464K | Hold |
2,390
| – | – | 0.05% | 119 |
|
|
2024
Q4 | $468K | Hold |
2,390
| – | – | 0.05% | 116 |
|
|
2024
Q3 | $473K | Hold |
2,390
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $436K | Hold |
2,390
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $436K | Hold |
2,390
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $407K | Hold |
2,390
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $371K | Hold |
2,390
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $388K | Hold |
2,390
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $368K | Hold |
2,390
| – | – | 0.07% | 92 |
|
|
2022
Q4 | $363K | Buy |
2,390
+1,010
| +73% | +$153K | 0.07% | 97 |
|
|
2022
Q3 | $187K | Hold |
1,380
| – | – | 0.04% | 115 |
|
|
2022
Q2 | $198K | Hold |
1,380
| – | – | 0.04% | 115 |
|
|
2022
Q1 | $224K | Hold |
1,380
| – | – | 0.04% | 113 |
|
|
2021
Q4 | $237K | Hold |
1,380
| – | – | 0.04% | 104 |
|
|
2021
Q3 | $212K | Hold |
1,380
| – | – | 0.04% | 107 |
|
|
2021
Q2 | $214K | Hold |
1,380
| – | – | 0.04% | 105 |
|
|
2021
Q1 | $203K | Hold |
1,380
| – | – | 0.04% | 104 |
|
|
2020
Q4 | $195K | Buy |
+1,380
| New | +$195K | 0.05% | 95 |
|