SDAM
Shulman DeMeo Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
1,886
-2
| -0.1% | -$409 | 0.1% | 77 |
|
|
2025
Q1 | $366K | Hold |
1,888
| – | – | 0.1% | 79 |
|
|
2024
Q4 | $370K | Buy |
1,888
+2
| +0.1% | +$392 | 0.1% | 80 |
|
|
2024
Q3 | $374K | Buy |
1,886
+3
| +0.2% | +$594 | 0.09% | 87 |
|
|
2024
Q2 | $344K | Hold |
1,883
| – | – | 0.09% | 90 |
|
|
2024
Q1 | $344K | Sell |
1,883
-93
| -5% | -$17K | 0.09% | 95 |
|
|
2023
Q4 | $337K | Buy |
1,976
+7
| +0.4% | +$1.19K | 0.1% | 92 |
|
|
2023
Q3 | $306K | Buy |
1,969
+3
| +0.2% | +$466 | 0.1% | 89 |
|
|
2023
Q2 | $319K | Hold |
1,966
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $303K | Buy |
1,966
+3
| +0.2% | +$462 | 0.1% | 98 |
|
|
2022
Q4 | $298K | Buy |
1,963
+4
| +0.2% | +$607 | 0.1% | 99 |
|
|
2022
Q3 | $265K | Buy |
1,959
+3
| +0.2% | +$406 | 0.09% | 105 |
|
|
2022
Q2 | $281K | Buy |
1,956
+3
| +0.2% | +$431 | 0.09% | 103 |
|
|
2022
Q1 | $317K | Buy |
1,953
+3
| +0.2% | +$487 | 0.09% | 106 |
|
|
2021
Q4 | $335K | Buy |
1,950
+3
| +0.2% | +$515 | 0.09% | 110 |
|
|
2021
Q3 | $299K | Buy |
+1,947
| New | +$299K | 0.26% | 64 |
|
|
2021
Q2 | – | Sell |
-1,903
| Closed | -$280K | – | 138 |
|
|
2021
Q1 | $280K | Sell |
1,903
-1
| -0.1% | -$147 | 0.08% | 110 |
|
|
2020
Q4 | $269K | Buy |
1,904
+53
| +3% | +$7.49K | 0.08% | 113 |
|
|
2020
Q3 | $238K | Buy |
1,851
+27
| +1% | +$3.47K | 0.08% | 99 |
|
|
2020
Q2 | $214K | Sell |
1,824
-664
| -27% | -$77.9K | 0.08% | 100 |
|
|
2020
Q1 | $257K | Sell |
2,488
-371
| -13% | -$38.3K | 0.12% | 78 |
|
|
2019
Q4 | $356K | Buy |
2,859
+4
| +0.1% | +$498 | 0.12% | 86 |
|
|
2019
Q3 | $341K | Buy |
2,855
+4
| +0.1% | +$478 | 0.11% | 88 |
|
|
2019
Q2 | $328K | Buy |
2,851
+7
| +0.2% | +$805 | 0.12% | 86 |
|
|
2019
Q1 | $312K | Buy |
+2,844
| New | +$312K | 0.12% | 82 |
|