MCM
Mendel Capital 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 | $12.4M | Sell |
60,546
-2,009
| -3% | -$411K | 7.07% | 4 |
|
|
2025
Q1 | $12.1M | Buy |
62,555
+1,536
| +3% | +$298K | 7.34% | 4 |
|
|
2024
Q4 | $11.9M | Buy |
61,019
+575
| +1% | +$113K | 7.24% | 4 |
|
|
2024
Q3 | $12M | Sell |
60,444
-351
| -0.6% | -$69.5K | 7.35% | 4 |
|
|
2024
Q2 | $11.1M | Sell |
60,795
-1,007
| -2% | -$184K | 7.17% | 4 |
|
|
2024
Q1 | $11.3M | Buy |
61,802
+18
| +0% | +$3.29K | 7.47% | 4 |
|
|
2023
Q4 | $10.5M | Buy |
61,784
+980
| +2% | +$167K | 7.56% | 4 |
|
|
2023
Q3 | $9.45M | Sell |
60,804
-1,019
| -2% | -$158K | 7.76% | 4 |
|
|
2023
Q2 | $10M | Sell |
61,823
-4,052
| -6% | -$658K | 8.03% | 4 |
|
|
2023
Q1 | $10.1M | Buy |
65,875
+924
| +1% | +$142K | 9.16% | 4 |
|
|
2022
Q4 | $9.86M | Buy |
64,951
+1,985
| +3% | +$301K | 10.28% | 3 |
|
|
2022
Q3 | $8.51M | Buy |
62,966
+3,425
| +6% | +$463K | 9.99% | 4 |
|
|
2022
Q2 | $8.54M | Sell |
59,541
-94
| -0.2% | -$13.5K | 9.56% | 4 |
|
|
2022
Q1 | $9.67M | Buy |
59,635
+1,558
| +3% | +$253K | 9.15% | 4 |
|
|
2021
Q4 | $9.98M | Buy |
+58,077
| New | +$9.98M | 9.16% | 4 |
|