Planning Alternatives’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Planning Alternatives’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.06M	Sell	18,883 -248,680	-93%	-$55.4M	0.52%	17
2025 Q4	$58.8M	Sell	267,563 -1,477	-0.5%	-$323K	7.41%	5
2025 Q3	$58.1M	Buy	269,040 +1,436	+0.5%	+$302K	7.46%	5
2025 Q2	$54.8M	Buy	267,604 +1,877	+0.7%	+$364K	7.62%	5
2025 Q1	$51.5M	Buy	265,727 +10,470	+4%	+$2.08M	7.9%	4
2024 Q4	$50M	Buy	255,257 +3,079	+1%	+$615K	7.68%	5
2024 Q3	$49.9M	Sell	252,178 -176	-0.1%	-$33.5K	7.6%	5
2024 Q2	$46.1M	Buy	252,354 +93	+0%	+$16.7K	7.46%	5
2024 Q1	$46.1M	Sell	252,261 -492	-0.2%	-$86.4K	7.57%	5
2023 Q4	$43.1M	Sell	252,753 -188	-0.1%	-$30.3K	7.54%	5
2023 Q3	$39.3M	Sell	252,941 -1,578	-0.6%	-$256K	7.62%	5
2023 Q2	$41.3M	Buy	254,519 +403	+0.2%	+$63.1K	7.61%	5
2023 Q1	$39.1M	Buy	254,116 +569	+0.2%	+$87.2K	7.61%	5
2022 Q4	$38.5M	Sell	253,547 -10,984	-4%	-$1.64M	7.01%	6
2022 Q3	$35.8M	Buy	264,531 +642	+0.2%	+$95.5K	7.45%	5
2022 Q2	$37.9M	Buy	263,889 +1,915	+0.7%	+$291K	7.13%	5
2022 Q1	$42.5M	Buy	261,974 +4,353	+2%	+$702K	6.78%	6
2021 Q4	$44.2M	Sell	257,621 -2,208	-0.8%	-$364K	6.82%	6
2021 Q3	$39.9M	Buy	259,829 +546	+0.2%	+$87K	6.58%	6
2021 Q2	$40.1M	Sell	259,283 -8,917	-3%	-$1.37M	6.56%	7
2021 Q1	$39.4M	Sell	268,200 -137,005	-34%	-$19.5M	6.57%	6
2020 Q4	$57.2M	Buy	405,205 +22,053	+6%	+$2.99M	10.14%	3
2020 Q3	$49.3M	Buy	383,152 +53,261	+16%	+$6.7M	9.25%	3
2020 Q2	$38.7M	Sell	329,891 -23,527	-7%	-$2.68M	7.83%	3
2020 Q1	$36.5M	Buy	353,418 +8,859	+3%	+$1.06M	8.49%	3
2019 Q4	$43M	Buy	344,559 +6,397	+2%	+$774K	7.49%	4
2019 Q3	$40.4M	Sell	338,162 -4,898	-1%	-$578K	7.4%	4
2019 Q2	$39.5M	Sell	343,060 -15,774	-4%	-$1.77M	7.22%	4
2019 Q1	$39.3M	Sell	358,834 -70,275	-16%	-$7.41M	7.2%	4
2018 Q4	$42M	Sell	429,109 -34,354	-7%	-$3.58M	8.78%	3
2018 Q3	$51.3M	Sell	463,463 -2,299	-0.5%	-$247K	8.77%	3
2018 Q2	$47.3M	Sell	465,762 -364	-0.1%	-$37.1K	8.42%	3
2018 Q1	$47.1M	Buy	466,126 +6,624	+1%	+$687K	8.56%	3
2017 Q4	$46.9M	Buy	459,502 +2,983	+0.7%	+$294K	8.37%	3
2017 Q3	$43.3M	Sell	456,519 -1,155	-0.3%	-$108K	8.05%	4
2017 Q2	$42.4M	Buy	457,674 +2,938	+0.6%	+$270K	8.1%	4
2017 Q1	$40.9M	Buy	454,736 +4,861	+1%	+$431K	7.93%	4
2016 Q4	$38.3M	Buy	449,875 +1,818	+0.4%	+$153K	7.91%	4
2016 Q3	$37.6M	Sell	448,057 -9,176	-2%	-$778K	8.05%	4
2016 Q2	$38.1M	Buy	457,233 +5,390	+1%	+$440K	8.28%	4
2016 Q1	$36.7M	Buy	451,843 +19,653	+5%	+$1.51M	8.11%	4
2015 Q4	$33.6M	Buy	432,190 +8,114	+2%	+$633K	7.81%	3
2015 Q3	$31.3M	Buy	424,076 +10,476	+3%	+$812K	7.68%	4
2015 Q2	$32.5M	Buy	413,600 +3,964	+1%	+$321K	6.85%	4
2015 Q1	$33M	Buy	409,636 +6,958	+2%	+$564K	7.48%	4
2014 Q4	$32.7M	Buy	402,678 +15,397	+4%	+$1.22M	7.02%	4
2014 Q3	$29.8M	Buy	387,281 +1,613	+0.4%	+$125K	7.33%	4
2014 Q2	$30.1M	Buy	385,668 +14,714	+4%	+$1.13M	7.43%	4
2014 Q1	$27.9M	Buy	370,954 +9,876	+3%	+$729K	8.17%	3
2013 Q4	$27.2M	Sell	361,078 -703	-0.2%	-$51.1K	8.28%	3
2013 Q3	$25.2M	Buy	361,781 +4,940	+1%	+$342K	11.71%	3
2013 Q2	$23.6M	Buy	+356,841	New	+$24M	13.51%	3