Samalin Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
3,574
+1,064
| +42% | +$218K | 0.28% | 104 |
|
|
2025
Q1 | $487K | Sell |
2,510
-474
| -16% | -$92K | 0.2% | 165 |
|
|
2024
Q4 | $584K | Sell |
2,984
-89
| -3% | -$17.4K | 0.25% | 115 |
|
|
2024
Q3 | $609K | Buy |
3,073
+291
| +10% | +$57.6K | 0.26% | 116 |
|
|
2024
Q2 | $508K | Sell |
2,782
-254
| -8% | -$46.4K | 0.24% | 136 |
|
|
2024
Q1 | $554K | Buy |
3,036
+2
| +0.1% | +$365 | 0.26% | 121 |
|
|
2023
Q4 | $517K | Buy |
3,034
+3
| +0.1% | +$511 | 0.26% | 124 |
|
|
2023
Q3 | $471K | Buy |
3,031
+2
| +0.1% | +$311 | 0.27% | 110 |
|
|
2023
Q2 | $492K | Sell |
3,029
-247
| -8% | -$40.1K | 0.27% | 114 |
|
|
2023
Q1 | $505K | Sell |
3,276
-785
| -19% | -$121K | 0.3% | 98 |
|
|
2022
Q4 | $617K | Buy |
4,061
+1,442
| +55% | +$219K | 0.39% | 76 |
|
|
2022
Q3 | $354K | Buy |
2,619
+211
| +9% | +$28.5K | 0.26% | 118 |
|
|
2022
Q2 | $345K | Sell |
2,408
-300
| -11% | -$43K | 0.24% | 129 |
|
|
2022
Q1 | $439K | Buy |
+2,708
| New | +$439K | 0.27% | 114 |
|
|
2020
Q1 | – | Sell |
-715
| Closed | -$89K | – | 503 |
|
|
2019
Q4 | $89K | Buy |
+715
| New | +$89K | 0.07% | 237 |
|