Shulman DeMeo Asset Management’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
2026 Q2	$416K	Buy	1,759 +1	+0.1%	+$230	0.08%	89
2026 Q1	$378K	Sell	1,758 -3	-0.2%	-$669	0.08%	90
2025 Q4	$387K	Sell	1,761 -126	-7%	-$27.5K	0.09%	78
2025 Q3	$407K	Buy	1,887 +1	+0.1%	+$210	0.09%	79
2025 Q2	$386K	Sell	1,886 -2	-0.1%	-$388	0.1%	77
2025 Q1	$366K	Hold	1,888	–	–	0.1%	79
2024 Q4	$370K	Buy	1,888 +2	+0.1%	+$399	0.1%	80
2024 Q3	$374K	Buy	1,886 +3	+0.2%	+$571	0.09%	87
2024 Q2	$344K	Hold	1,883	–	–	0.09%	90
2024 Q1	$344K	Sell	1,883 -93	-5%	-$16.3K	0.09%	95
2023 Q4	$337K	Buy	1,976 +7	+0.4%	+$1.13K	0.1%	92
2023 Q3	$306K	Buy	1,969 +3	+0.2%	+$486	0.1%	89
2023 Q2	$319K	Hold	1,966	–	–	0.1%	93
2023 Q1	$303K	Buy	1,966 +3	+0.2%	+$460	0.1%	98
2022 Q4	$298K	Buy	1,963 +4	+0.2%	+$596	0.1%	99
2022 Q3	$265K	Buy	1,959 +3	+0.2%	+$446	0.09%	105
2022 Q2	$281K	Buy	1,956 +3	+0.2%	+$457	0.09%	103
2022 Q1	$317K	Buy	1,953 +3	+0.2%	+$484	0.09%	106
2021 Q4	$335K	Buy	1,950 +3	+0.2%	+$494	0.09%	110
2021 Q3	$299K	Buy	+1,947	New	+$310K	0.26%	64
2021 Q2	–	Sell	-1,903	Closed	-$280K	–	138
2021 Q1	$280K	Sell	1,903 -1	-0.1%	-$142	0.08%	110
2020 Q4	$269K	Buy	1,904 +53	+3%	+$7.18K	0.08%	113
2020 Q3	$238K	Buy	1,851 +27	+1%	+$3.4K	0.08%	99
2020 Q2	$214K	Sell	1,824 -664	-27%	-$75.6K	0.08%	100
2020 Q1	$257K	Sell	2,488 -371	-13%	-$44.3K	0.12%	78
2019 Q4	$356K	Buy	2,859 +4	+0.1%	+$484	0.12%	86
2019 Q3	$341K	Buy	2,855 +4	+0.1%	+$472	0.11%	88
2019 Q2	$328K	Buy	2,851 +7	+0.2%	+$785	0.12%	86
2019 Q1	$312K	Buy	+2,844	New	+$300K	0.12%	82