RZH
Relyea Zuckerberg Hanson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
13,584
+3,043
| +29% | +$623K | 0.33% | 52 |
|
|
2025
Q1 | $2.04M | Buy |
10,541
+3
| +0% | +$582 | 0.28% | 57 |
|
|
2024
Q4 | $2.06M | Buy |
10,538
+463
| +5% | +$90.7K | 0.28% | 58 |
|
|
2024
Q3 | $2M | Buy |
10,075
+14
| +0.1% | +$2.77K | 0.3% | 50 |
|
|
2024
Q2 | $1.84M | Buy |
10,061
+2,000
| +25% | +$365K | 0.31% | 48 |
|
|
2024
Q1 | $1.47M | Buy |
8,061
+5
| +0.1% | +$913 | 0.26% | 54 |
|
|
2023
Q4 | $1.37M | Buy |
8,056
+10
| +0.1% | +$1.7K | 0.27% | 55 |
|
|
2023
Q3 | $1.25M | Buy |
8,046
+1,974
| +33% | +$307K | 0.29% | 55 |
|
|
2023
Q2 | $986K | Sell |
6,072
-435
| -7% | -$70.7K | 0.22% | 65 |
|
|
2023
Q1 | $1M | Sell |
6,507
-330
| -5% | -$50.8K | 0.24% | 62 |
|
|
2022
Q4 | $1.04M | Buy |
6,837
+149
| +2% | +$22.6K | 0.3% | 56 |
|
|
2022
Q3 | $904K | Buy |
6,688
+5
| +0.1% | +$676 | 0.33% | 43 |
|
|
2022
Q2 | $959K | Sell |
6,683
-32
| -0.5% | -$4.59K | 0.36% | 43 |
|
|
2022
Q1 | $1.08M | Buy |
6,715
+5
| +0.1% | +$805 | 0.35% | 47 |
|
|
2021
Q4 | $1.07M | Buy |
6,710
+42
| +0.6% | +$6.71K | 0.39% | 47 |
|
|
2021
Q3 | $1.02M | Buy |
6,668
+5
| +0.1% | +$768 | 0.4% | 43 |
|
|
2021
Q2 | $1.03M | Buy |
6,663
+5
| +0.1% | +$774 | 0.42% | 38 |
|
|
2021
Q1 | $1.02M | Buy |
6,658
+399
| +6% | +$61K | 0.45% | 37 |
|
|
2020
Q4 | $884K | Buy |
6,259
+6
| +0.1% | +$847 | 0.47% | 37 |
|
|
2020
Q3 | $835K | Buy |
6,253
+10
| +0.2% | +$1.34K | 0.54% | 34 |
|
|
2020
Q2 | $732K | Hold |
6,243
| – | – | 0.58% | 36 |
|
|
2020
Q1 | $646K | Buy |
6,243
+4
| +0.1% | +$414 | 0.71% | 35 |
|
|
2019
Q4 | $778K | Buy |
+6,239
| New | +$778K | 0.75% | 32 |
|