MPS Loria Financial Planners’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 | $680K | Sell |
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|
2025
Q2 | $840K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $960K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.71M | Sell |
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|
2019
Q2 | $1.74M | Buy |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.59M | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.74M | Buy |
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