Ranch Capital Advisors’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 | $8.24M | Buy |
38,329
+217
| +0.6% | +$48.4K | 3.01% | 5 |
|
|
2025
Q4 | $8.38M | Buy |
38,112
+49
| +0.1% | +$10.7K | 3.08% | 6 |
|
|
2025
Q3 | $8.24M | Buy |
38,063
+5,938
| +18% | +$1.25M | 3.19% | 5 |
|
|
2025
Q2 | $6.59M | Buy |
32,125
+751
| +2% | +$146K | 2.86% | 6 |
|
|
2025
Q1 | $6.09M | Sell |
31,374
-889
| -3% | -$177K | 2.89% | 5 |
|
|
2024
Q4 | $6.32M | Buy |
32,263
+292
| +0.9% | +$58.3K | 2.98% | 7 |
|
|
2024
Q3 | $6.35M | Sell |
31,971
-1,419
| -4% | -$270K | 2.99% | 7 |
|
|
2024
Q2 | $6.12M | Buy |
33,390
+1,545
| +5% | +$278K | 3.2% | 6 |
|
|
2024
Q1 | $5.82M | Sell |
31,845
-184
| -0.6% | -$32.3K | 3.14% | 5 |
|
|
2023
Q4 | $5.46M | Sell |
32,029
-1,573
| -5% | -$253K | 3.4% | 3 |
|
|
2023
Q3 | $5.24M | Buy |
33,602
+152
| +0.5% | +$24.6K | 3.67% | 5 |
|
|
2023
Q2 | $5.45M | Buy |
33,450
+196
| +0.6% | +$30.7K | 3.84% | 4 |
|
|
2023
Q1 | $5.12M | Buy |
33,254
+1,047
| +3% | +$160K | 3.75% | 4 |
|
|
2022
Q4 | $4.89M | Sell |
32,207
-675
| -2% | -$101K | 3.83% | 3 |
|
|
2022
Q3 | $4.44M | Buy |
32,882
+99
| +0.3% | +$14.7K | 3.64% | 4 |
|
|
2022
Q2 | $4.7M | Buy |
32,783
+2,043
| +7% | +$311K | 3.61% | 4 |
|
|
2022
Q1 | $4.99M | Buy |
30,740
+862
| +3% | +$139K | 3.29% | 4 |
|
|
2021
Q4 | $5.13M | Buy |
29,878
+323
| +1% | +$53.2K | 3.34% | 4 |
|
|
2021
Q3 | $4.54M | Buy |
29,555
+1,978
| +7% | +$315K | 2.84% | 5 |
|
|
2021
Q2 | $4.27M | Buy |
27,577
+571
| +2% | +$87.6K | 2.57% | 4 |
|
|
2021
Q1 | $3.97M | Buy |
27,006
+2,082
| +8% | +$296K | 2.62% | 4 |
|
|
2020
Q4 | $3.52M | Buy |
24,924
+1,432
| +6% | +$194K | 2.53% | 4 |
|
|
2020
Q3 | $3.07M | Buy |
23,492
+382
| +2% | +$48.1K | 2.47% | 4 |
|
|
2020
Q2 | $2.93M | Buy |
23,110
+9,273
| +67% | +$1.06M | 2.3% | 4 |
|
|
2020
Q1 | $1.43M | Buy |
13,837
+712
| +5% | +$85K | 1.41% | 8 |
|
|
2019
Q4 | $1.64M | Buy |
13,125
+291
| +2% | +$35.2K | 1.33% | 8 |
|
|
2019
Q3 | $1.53M | Buy |
+12,834
| New | +$1.51M | 1.64% | 8 |
|
Other funds holding VIG
VGA
HWM
