Means Investment Company’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 | $412K | Hold |
2,012
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $390K | Buy |
2,012
+5
| +0.2% | +$970 | 0.04% | 135 |
|
|
2024
Q4 | $393K | Buy |
2,007
+58
| +3% | +$11.4K | 0.04% | 148 |
|
|
2024
Q3 | $386K | Buy |
1,949
+5
| +0.3% | +$990 | 0.04% | 148 |
|
|
2024
Q2 | $355K | Buy |
1,944
+48
| +3% | +$8.76K | 0.04% | 145 |
|
|
2024
Q1 | $346K | Buy |
1,896
+151
| +9% | +$27.6K | 0.04% | 154 |
|
|
2023
Q4 | $297K | Sell |
1,745
-446
| -20% | -$76K | 0.04% | 163 |
|
|
2023
Q3 | $340K | Sell |
2,191
-117
| -5% | -$18.2K | 0.06% | 147 |
|
|
2023
Q2 | $375K | Hold |
2,308
| – | – | 0.06% | 142 |
|
|
2023
Q1 | $355K | Sell |
2,308
-10
| -0.4% | -$1.54K | 0.06% | 142 |
|
|
2022
Q4 | $352K | Buy |
2,318
+142
| +7% | +$21.6K | 0.07% | 140 |
|
|
2022
Q3 | $294K | Buy |
2,176
+3
| +0.1% | +$405 | 0.06% | 148 |
|
|
2022
Q2 | $312K | Buy |
2,173
+561
| +35% | +$80.5K | 0.07% | 149 |
|
|
2022
Q1 | $261K | Buy |
1,612
+2
| +0.1% | +$324 | 0.05% | 168 |
|
|
2021
Q4 | $277K | Buy |
1,610
+1
| +0.1% | +$172 | 0.05% | 159 |
|
|
2021
Q3 | $247K | Buy |
1,609
+2
| +0.1% | +$307 | 0.05% | 161 |
|
|
2021
Q2 | $249K | Buy |
1,607
+2
| +0.1% | +$310 | 0.05% | 165 |
|
|
2021
Q1 | $236K | Buy |
1,605
+1
| +0.1% | +$147 | 0.05% | 160 |
|
|
2020
Q4 | $230K | Sell |
1,604
-54
| -3% | -$7.74K | 0.05% | 162 |
|
|
2020
Q3 | $223K | Buy |
1,658
+2
| +0.1% | +$269 | 0.06% | 135 |
|
|
2020
Q2 | $210K | Buy |
+1,656
| New | +$210K | 0.07% | 135 |
|
|
2020
Q1 | – | Sell |
-1,925
| Closed | -$248K | – | 149 |
|
|
2019
Q4 | $248K | Buy |
1,925
+46
| +2% | +$5.93K | 0.08% | 125 |
|
|
2019
Q3 | $225K | Sell |
1,879
-54
| -3% | -$6.47K | 0.08% | 126 |
|
|
2019
Q2 | $226K | Buy |
1,933
+6
| +0.3% | +$702 | 0.09% | 126 |
|
|
2019
Q1 | $211K | Buy |
+1,927
| New | +$211K | 0.09% | 130 |
|