Mark Sheptoff Financial Planning’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 | $766K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $689K | Sell |
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|
2024
Q4 | $715K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $626K | Hold |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $973K | Buy |
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|
2021
Q2 | $942K | Sell |
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|
2021
Q1 | $910K | Sell |
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|
2020
Q4 | $880K | Sell |
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|
2020
Q3 | $847K | Sell |
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|
2020
Q2 | $812K | Sell |
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|
2020
Q1 | $857K | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.53M | Sell |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $1.3M | Sell |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $1.34M | Hold |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $431K | Buy |
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|
2016
Q4 | $67K | Hold |
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|
2016
Q3 | $66K | Hold |
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|
2016
Q2 | $66K | Hold |
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|
2016
Q1 | $64K | Sell |
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|
2015
Q4 | $77K | Sell |
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|
2015
Q3 | $77K | Sell |
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|
2015
Q2 | $189K | Sell |
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|
2015
Q1 | $209K | Buy |
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|
2014
Q4 | $106K | Buy |
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|
2014
Q3 | $38K | Buy |
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