MAM
McLean Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
2,741
+2
| +0.1% | +$413 | 0.15% | 78 |
|
|
2025
Q1 | $476K | Buy |
2,739
+3
| +0.1% | +$521 | 0.16% | 76 |
|
|
2024
Q4 | $536K | Buy |
2,736
+2
| +0.1% | +$392 | 0.16% | 73 |
|
|
2024
Q3 | $539K | Buy |
2,734
+2
| +0.1% | +$394 | 0.16% | 74 |
|
|
2024
Q2 | $506K | Buy |
2,732
+3
| +0.1% | +$556 | 0.16% | 75 |
|
|
2024
Q1 | $491K | Buy |
2,729
+2
| +0.1% | +$360 | 0.17% | 73 |
|
|
2023
Q4 | $459K | Buy |
2,727
+2
| +0.1% | +$337 | 0.17% | 68 |
|
|
2023
Q3 | $427K | Buy |
2,725
+5
| +0.2% | +$784 | 0.18% | 67 |
|
|
2023
Q2 | $442K | Hold |
2,720
| – | – | 0.17% | 70 |
|
|
2023
Q1 | $419K | Buy |
2,720
+3
| +0.1% | +$462 | 0.17% | 72 |
|
|
2022
Q4 | $413K | Buy |
2,717
+369
| +16% | +$56K | 0.14% | 76 |
|
|
2022
Q3 | $322K | Buy |
2,348
+2
| +0.1% | +$274 | 0.12% | 85 |
|
|
2022
Q2 | $340K | Buy |
2,346
+3
| +0.1% | +$435 | 0.14% | 80 |
|
|
2022
Q1 | $380K | Buy |
2,343
+2
| +0.1% | +$324 | 0.28% | 68 |
|
|
2021
Q4 | $396K | Buy |
2,341
+2
| +0.1% | +$338 | 0.15% | 73 |
|
|
2021
Q3 | $385K | Buy |
2,339
+489
| +26% | +$80.5K | 0.15% | 76 |
|
|
2021
Q2 | $291K | Hold |
1,850
| – | – | 0.13% | 79 |
|
|
2021
Q1 | $283K | Hold |
1,850
| – | – | 0.22% | 75 |
|
|
2020
Q4 | $261K | Buy |
+1,850
| New | +$261K | 0.23% | 72 |
|