Schneider Downs Wealth Management Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $463K | Hold |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $548K | Buy |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $336K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $334K | Hold |
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|
2019
Q1 | $318K | Hold |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $371K | Hold |
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|
2018
Q2 | $340K | Sell |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $295K | Hold |
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|
2017
Q1 | $286K | Buy |
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