PA
Parkside Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
1,748
| – | – | 0.08% | 66 |
|
|
2025
Q1 | $339K | Sell |
1,748
-77
| -4% | -$14.9K | 0.08% | 65 |
|
|
2024
Q4 | $357K | Sell |
1,825
-21
| -1% | -$4.11K | 0.08% | 63 |
|
|
2024
Q3 | $367K | Hold |
1,846
| – | – | 0.09% | 63 |
|
|
2024
Q2 | $339K | Sell |
1,846
-71
| -4% | -$13K | 0.09% | 65 |
|
|
2024
Q1 | $350K | Hold |
1,917
| – | – | 0.09% | 65 |
|
|
2023
Q4 | $327K | Hold |
1,917
| – | – | 0.09% | 64 |
|
|
2023
Q3 | $299K | Hold |
1,917
| – | – | 0.09% | 64 |
|
|
2023
Q2 | $313K | Sell |
1,917
-1,225
| -39% | -$200K | 0.1% | 59 |
|
|
2023
Q1 | $484K | Hold |
3,142
| – | – | 0.16% | 41 |
|
|
2022
Q4 | $477K | Buy |
3,142
+55
| +2% | +$8.35K | 0.17% | 46 |
|
|
2022
Q3 | $417K | Sell |
3,087
-39
| -1% | -$5.27K | 0.16% | 36 |
|
|
2022
Q2 | $448K | Hold |
3,126
| – | – | 0.16% | 37 |
|
|
2022
Q1 | $507K | Hold |
3,126
| – | – | 0.16% | 36 |
|
|
2021
Q4 | $537K | Sell |
3,126
-892
| -22% | -$153K | 0.16% | 37 |
|
|
2021
Q3 | $617K | Buy |
4,018
+1,990
| +98% | +$306K | 0.19% | 33 |
|
|
2021
Q2 | $314K | Sell |
2,028
-527
| -21% | -$81.6K | 0.1% | 52 |
|
|
2021
Q1 | $376K | Hold |
2,555
| – | – | 0.13% | 47 |
|
|
2020
Q4 | $361K | Hold |
2,555
| – | – | 0.14% | 48 |
|
|
2020
Q3 | $330K | Sell |
2,555
-1,540
| -38% | -$199K | 0.15% | 46 |
|
|
2020
Q2 | $482K | Hold |
4,095
| – | – | 0.22% | 36 |
|
|
2020
Q1 | $423K | Sell |
4,095
-344
| -8% | -$35.5K | 0.23% | 33 |
|
|
2019
Q4 | $553K | Sell |
4,439
-227
| -5% | -$28.3K | 0.25% | 32 |
|
|
2019
Q3 | $558K | Buy |
4,666
+1
| +0% | +$120 | 0.29% | 30 |
|
|
2019
Q2 | $537K | Buy |
4,665
+66
| +1% | +$7.6K | 0.3% | 28 |
|
|
2019
Q1 | $507K | Hold |
4,599
| – | – | 0.29% | 28 |
|
|
2018
Q4 | $451K | Buy |
4,599
+1,283
| +39% | +$126K | 0.28% | 29 |
|
|
2018
Q3 | $369K | Hold |
3,316
| – | – | 0.25% | 31 |
|
|
2018
Q2 | $337K | Hold |
3,316
| – | – | 0.24% | 29 |
|
|
2018
Q1 | $335K | Hold |
3,316
| – | – | 0.24% | 27 |
|
|
2017
Q4 | $338K | Hold |
3,316
| – | – | 0.24% | 27 |
|
|
2017
Q3 | $314K | Hold |
3,316
| – | – | 0.22% | 29 |
|
|
2017
Q2 | $307K | Buy |
3,316
+60
| +2% | +$5.56K | 0.22% | 31 |
|
|
2017
Q1 | $293K | Sell |
3,256
-190
| -6% | -$17.1K | 0.21% | 28 |
|
|
2016
Q4 | $294K | Sell |
3,446
-313
| -8% | -$26.7K | 0.22% | 25 |
|
|
2016
Q3 | $316K | Sell |
3,759
-415
| -10% | -$34.9K | 0.23% | 24 |
|
|
2016
Q2 | $348K | Sell |
4,174
-290
| -6% | -$24.2K | 0.25% | 23 |
|
|
2016
Q1 | $363K | Sell |
4,464
-3,010
| -40% | -$245K | 0.25% | 26 |
|
|
2015
Q4 | $551K | Hold |
7,474
| – | – | 0.41% | 20 |
|
|
2015
Q3 | $551K | Sell |
7,474
-2,632
| -26% | -$194K | 0.41% | 20 |
|
|
2015
Q2 | $794K | Sell |
10,106
-638
| -6% | -$50.1K | 0.54% | 20 |
|
|
2015
Q1 | $865K | Sell |
10,744
-3,058
| -22% | -$246K | 0.6% | 20 |
|
|
2014
Q4 | $1.12M | Hold |
13,802
| – | – | 0.81% | 21 |
|
|
2014
Q3 | $1.06M | Sell |
13,802
-1,080
| -7% | -$83.1K | 0.78% | 22 |
|
|
2014
Q2 | $1.16M | Sell |
14,882
-785
| -5% | -$61.2K | 0.83% | 20 |
|
|
2014
Q1 | $1.18M | Sell |
15,667
-13,933
| -47% | -$1.05M | 0.9% | 20 |
|
|
2013
Q4 | $2.23M | Buy |
+29,600
| New | +$2.23M | 1.82% | 16 |
|