HMS Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $350K | Hold |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $894K | Hold |
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|
2024
Q2 | $824K | Hold |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $755K | Buy |
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|
2022
Q1 | $846K | Sell |
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|
2021
Q4 | $899K | Sell |
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|
2021
Q3 | $807K | Sell |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $732K | Sell |
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|
2020
Q3 | $812K | Sell |
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|
2020
Q2 | $773K | Buy |
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|
2020
Q1 | $636K | Buy |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $4.33M | Buy |
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|
2019
Q2 | $946K | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $4.77M | Buy |
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|
2018
Q3 | $3.36M | Buy |
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|
2018
Q2 | $2.49M | Buy |
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|
2018
Q1 | $643K | Sell |
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|
2017
Q4 | $666K | Hold |
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|
2017
Q3 | $619K | Buy |
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|
2017
Q2 | $325K | Hold |
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|
2017
Q1 | $321K | Buy |
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