SHFA
SC&H Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Hold |
14,470
| – | – | 0.51% | 29 |
|
|
2025
Q1 | $2.81M | Buy |
14,470
+12
| +0.1% | +$2.33K | 0.55% | 27 |
|
|
2024
Q4 | $2.83M | Buy |
14,458
+26
| +0.2% | +$5.09K | 0.58% | 28 |
|
|
2024
Q3 | $2.86M | Buy |
14,432
+14
| +0.1% | +$2.77K | 0.62% | 26 |
|
|
2024
Q2 | $2.63M | Sell |
14,418
-708
| -5% | -$129K | 0.65% | 25 |
|
|
2024
Q1 | $2.76M | Buy |
15,126
+11
| +0.1% | +$2.01K | 0.72% | 22 |
|
|
2023
Q4 | $2.58M | Sell |
15,115
-252
| -2% | -$42.9K | 0.74% | 23 |
|
|
2023
Q3 | $2.39M | Sell |
15,367
-141
| -0.9% | -$21.9K | 0.79% | 23 |
|
|
2023
Q2 | $2.52M | Sell |
15,508
-140
| -0.9% | -$22.7K | 0.83% | 23 |
|
|
2023
Q1 | $2.41M | Sell |
15,648
-391
| -2% | -$60.2K | 0.88% | 21 |
|
|
2022
Q4 | $2.44M | Sell |
16,039
-563
| -3% | -$85.5K | 1.01% | 19 |
|
|
2022
Q3 | $2.24M | Sell |
16,602
-1,516
| -8% | -$205K | 1.12% | 19 |
|
|
2022
Q2 | $2.6M | Sell |
18,118
-949
| -5% | -$136K | 1.21% | 18 |
|
|
2022
Q1 | $3.09M | Sell |
19,067
-667
| -3% | -$108K | 1.47% | 17 |
|
|
2021
Q4 | $3.39M | Buy |
+19,734
| New | +$3.39M | 1.87% | 11 |
|