SIA
Schechter Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.73M | Sell |
19,221
-6,663
| -26% | -$1.29M | 0.31% | 67 |
|
|
2024
Q4 | $5.07M | Sell |
25,884
-84
| -0.3% | -$16.5K | 0.39% | 53 |
|
|
2024
Q3 | $5.14M | Sell |
25,968
-1,191
| -4% | -$236K | 0.38% | 50 |
|
|
2024
Q2 | $4.96M | Buy |
27,159
+491
| +2% | +$89.6K | 0.37% | 52 |
|
|
2024
Q1 | $4.87M | Buy |
26,668
+20,193
| +312% | +$3.69M | 0.36% | 50 |
|
|
2023
Q4 | $1.1M | Buy |
6,475
+157
| +2% | +$26.8K | 0.1% | 210 |
|
|
2023
Q3 | $982K | Sell |
6,318
-324
| -5% | -$50.3K | 0.1% | 226 |
|
|
2023
Q2 | $1.08M | Sell |
6,642
-304
| -4% | -$49.4K | 0.1% | 229 |
|
|
2023
Q1 | $1.07M | Buy |
6,946
+685
| +11% | +$106K | 0.1% | 238 |
|
|
2022
Q4 | $951K | Buy |
6,261
+361
| +6% | +$54.8K | 0.09% | 308 |
|
|
2022
Q3 | $797K | Buy |
5,900
+446
| +8% | +$60.2K | 0.08% | 354 |
|
|
2022
Q2 | $782K | Sell |
5,454
-150
| -3% | -$21.5K | 0.08% | 363 |
|
|
2022
Q1 | $909K | Buy |
5,604
+76
| +1% | +$12.3K | 0.08% | 337 |
|
|
2021
Q4 | $949K | Buy |
+5,528
| New | +$949K | 0.09% | 320 |
|