Santori & Peters Inc’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 | $439K | Hold |
2,145
| – | – | 0.16% | 45 |
|
|
2025
Q1 | $416K | Sell |
2,145
-2,845
| -57% | -$552K | 0.17% | 43 |
|
|
2024
Q4 | $977K | Buy |
4,990
+35
| +0.7% | +$6.85K | 0.37% | 29 |
|
|
2024
Q3 | $981K | Buy |
4,955
+20
| +0.4% | +$3.96K | 0.39% | 29 |
|
|
2024
Q2 | $901K | Hold |
4,935
| – | – | 0.38% | 25 |
|
|
2024
Q1 | $901K | Buy |
4,935
+17
| +0.3% | +$3.11K | 0.39% | 24 |
|
|
2023
Q4 | $838K | Sell |
4,918
-59
| -1% | -$10.1K | 0.4% | 25 |
|
|
2023
Q3 | $773K | Sell |
4,977
-367
| -7% | -$57K | 0.42% | 25 |
|
|
2023
Q2 | $868K | Buy |
5,344
+301
| +6% | +$48.9K | 0.44% | 26 |
|
|
2023
Q1 | $777K | Sell |
5,043
-279
| -5% | -$43K | 0.42% | 26 |
|
|
2022
Q4 | $808K | Buy |
5,322
+26
| +0.5% | +$3.95K | 0.47% | 24 |
|
|
2022
Q3 | $715K | Buy |
5,296
+23
| +0.4% | +$3.11K | 0.48% | 24 |
|
|
2022
Q2 | $756K | Sell |
5,273
-24
| -0.5% | -$3.44K | 0.49% | 24 |
|
|
2022
Q1 | $858K | Sell |
5,297
-613
| -10% | -$99.3K | 0.48% | 24 |
|
|
2021
Q4 | $1.02M | Buy |
5,910
+23
| +0.4% | +$3.95K | 0.54% | 23 |
|
|
2021
Q3 | $904K | Buy |
5,887
+327
| +6% | +$50.2K | 0.51% | 24 |
|
|
2021
Q2 | $860K | Buy |
5,560
+187
| +3% | +$28.9K | 0.49% | 24 |
|
|
2021
Q1 | $790K | Buy |
5,373
+17
| +0.3% | +$2.5K | 0.47% | 26 |
|
|
2020
Q4 | $765K | Buy |
5,356
+481
| +10% | +$68.7K | 0.43% | 27 |
|
|
2020
Q3 | $627K | Buy |
4,875
+23
| +0.5% | +$2.96K | 0.42% | 30 |
|
|
2020
Q2 | $568K | Buy |
4,852
+21
| +0.4% | +$2.46K | 0.44% | 28 |
|
|
2020
Q1 | $499K | Buy |
4,831
+100
| +2% | +$10.3K | 0.43% | 32 |
|
|
2019
Q4 | $589K | Buy |
4,731
+26
| +0.6% | +$3.24K | 0.39% | 35 |
|
|
2019
Q3 | $562K | Buy |
4,705
+209
| +5% | +$25K | 0.41% | 29 |
|
|
2019
Q2 | $517K | Sell |
4,496
-1,005
| -18% | -$116K | 0.38% | 36 |
|
|
2019
Q1 | $603K | Sell |
5,501
-253
| -4% | -$27.7K | 0.5% | 24 |
|
|
2018
Q4 | $563K | Buy |
5,754
+34
| +0.6% | +$3.33K | 0.5% | 24 |
|
|
2018
Q3 | $633K | Sell |
5,720
-261
| -4% | -$28.9K | 0.49% | 22 |
|
|
2018
Q2 | $607K | Sell |
5,981
-1,025
| -15% | -$104K | 0.53% | 22 |
|
|
2018
Q1 | $707K | Hold |
7,006
| – | – | 0.65% | 18 |
|
|
2017
Q4 | $699K | Buy |
+7,006
| New | +$699K | 0.63% | 18 |
|