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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $669K | Buy |
3,111
+18
| +0.6% | +$4.01K | 0.18% | 35 |
|
|
2025
Q4 | $680K | Sell |
3,093
-60
| -2% | -$13.1K | 0.17% | 34 |
|
|
2025
Q3 | $680K | Sell |
3,153
-951
| -23% | -$200K | 0.18% | 32 |
|
|
2025
Q2 | $840K | Sell |
4,104
-1,623
| -28% | -$315K | 0.25% | 27 |
|
|
2025
Q1 | $1.11M | Sell |
5,727
-143
| -2% | -$28.4K | 0.33% | 24 |
|
|
2024
Q4 | $1.15M | Buy |
5,870
+31
| +0.5% | +$6.19K | 0.34% | 25 |
|
|
2024
Q3 | $1.16M | Buy |
5,839
+17
| +0.3% | +$3.24K | 0.34% | 24 |
|
|
2024
Q2 | $1.06M | Sell |
5,822
-930
| -14% | -$167K | 0.34% | 25 |
|
|
2024
Q1 | $1.23M | Sell |
6,752
-6
| -0.1% | -$1.05K | 0.41% | 21 |
|
|
2023
Q4 | $1.15M | Buy |
6,758
+91
| +1% | +$14.6K | 0.4% | 22 |
|
|
2023
Q3 | $1.04M | Sell |
6,667
-79
| -1% | -$12.8K | 0.41% | 25 |
|
|
2023
Q2 | $1.1M | Sell |
6,746
-47
| -0.7% | -$7.36K | 0.41% | 22 |
|
|
2023
Q1 | $1.05M | Sell |
6,793
-149
| -2% | -$22.8K | 0.42% | 22 |
|
|
2022
Q4 | $1.05M | Sell |
6,942
-158
| -2% | -$23.5K | 0.47% | 22 |
|
|
2022
Q3 | $960K | Sell |
7,100
-153
| -2% | -$22.8K | 0.37% | 23 |
|
|
2022
Q2 | $1.04M | Sell |
7,253
-355
| -5% | -$54K | 0.47% | 22 |
|
|
2022
Q1 | $1.23M | Buy |
7,608
+11
| +0.1% | +$1.77K | 0.52% | 20 |
|
|
2021
Q4 | $1.3M | Buy |
7,597
+12
| +0.2% | +$1.98K | 0.53% | 19 |
|
|
2021
Q3 | $1.17M | Sell |
7,585
-552
| -7% | -$88K | 0.53% | 18 |
|
|
2021
Q2 | $1.26M | Sell |
8,137
-106
| -1% | -$16.3K | 0.58% | 17 |
|
|
2021
Q1 | $1.21M | Sell |
8,243
-1,841
| -18% | -$262K | 0.56% | 19 |
|
|
2020
Q4 | $1.4M | Sell |
10,084
-29
| -0.3% | -$3.93K | 0.63% | 18 |
|
|
2020
Q3 | $1.3M | Sell |
10,113
-509
| -5% | -$64K | 0.67% | 17 |
|
|
2020
Q2 | $1.25M | Sell |
10,622
-2,701
| -20% | -$307K | 0.67% | 18 |
|
|
2020
Q1 | $1.38M | Sell |
13,323
-989
| -7% | -$118K | 1.06% | 12 |
|
|
2019
Q4 | $1.78M | Buy |
14,312
+7
| +0% | +$847 | 1.05% | 15 |
|
|
2019
Q3 | $1.71M | Sell |
14,305
-831
| -5% | -$98K | 1.11% | 12 |
|
|
2019
Q2 | $1.74M | Buy |
15,136
+54
| +0.4% | +$6.06K | 1.11% | 11 |
|
|
2019
Q1 | $1.65M | Sell |
15,082
-3
| -0% | -$316 | 1.1% | 12 |
|
|
2018
Q4 | $1.48M | Sell |
15,085
-191
| -1% | -$19.9K | 1.06% | 15 |
|
|
2018
Q3 | $1.69M | Sell |
15,276
-171
| -1% | -$18.4K | 1.05% | 14 |
|
|
2018
Q2 | $1.57M | Sell |
15,447
-331
| -2% | -$33.7K | 1.58% | 12 |
|
|
2018
Q1 | $1.59M | Sell |
15,778
-1,878
| -11% | -$195K | 1.12% | 13 |
|
|
2017
Q4 | $1.8M | Sell |
17,656
-782
| -4% | -$77K | 1.23% | 13 |
|
|
2017
Q3 | $1.75M | Sell |
18,438
-240
| -1% | -$22.4K | 1.25% | 13 |
|
|
2017
Q2 | $1.74M | Buy |
+18,678
| New | +$1.71M | 1.17% | 12 |
|
Other funds holding VIG
VGA
HWM
MPS Loria Financial Planners's VIG Position: Q1 2026 in Review
MPS Loria Financial Planners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.58% in Q1 2026, buying an estimated $4.01K and bringing the position to 3,111 shares worth $669K. The position accounts for 0.18% of the portfolio, ranked #35.
MPS Loria Financial Planners first reported a position in VIG in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.8M in Q4 2017. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- MPS Loria Financial Planners held 3,111 shares of Vanguard Dividend Appreciation ETF worth $669K as of Q1 2026.
- MPS Loria Financial Planners bought 18 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.01K.
- Vanguard Dividend Appreciation ETF made up 0.18% of MPS Loria Financial Planners's portfolio in Q1 2026, its #35 holding.
- MPS Loria Financial Planners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Vanguard Dividend Appreciation ETF position peaked at $1.8M in Q4 2017.
- 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.