SPC
Sigma Planning Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
39,774
+761
| +2% | +$156K | 0.24% | 74 |
|
|
2025
Q1 | $7.57M | Buy |
39,013
+283
| +0.7% | +$54.9K | 0.24% | 80 |
|
|
2024
Q4 | $7.58M | Buy |
38,730
+39
| +0.1% | +$7.64K | 0.24% | 77 |
|
|
2024
Q3 | $7.66M | Buy |
38,691
+228
| +0.6% | +$45.2K | 0.23% | 79 |
|
|
2024
Q2 | $7.02M | Buy |
38,463
+585
| +2% | +$107K | 0.22% | 83 |
|
|
2024
Q1 | $6.92M | Buy |
37,878
+20,280
| +115% | +$3.7M | 0.22% | 85 |
|
|
2023
Q4 | $3M | Sell |
17,598
-16,097
| -48% | -$2.74M | 0.23% | 83 |
|
|
2023
Q3 | $5.24M | Sell |
33,695
-589
| -2% | -$91.5K | 0.2% | 101 |
|
|
2023
Q2 | $5.57M | Sell |
34,284
-10,846
| -24% | -$1.76M | 0.2% | 101 |
|
|
2023
Q1 | $6.95M | Sell |
45,130
-887
| -2% | -$137K | 0.23% | 93 |
|
|
2022
Q4 | $6.99M | Buy |
46,017
+2,231
| +5% | +$339K | 0.25% | 90 |
|
|
2022
Q3 | $5.92M | Buy |
43,786
+6,409
| +17% | +$866K | 0.23% | 96 |
|
|
2022
Q2 | $5.36M | Buy |
37,377
+3,107
| +9% | +$446K | 0.19% | 118 |
|
|
2022
Q1 | $5.56M | Sell |
34,270
-7,372
| -18% | -$1.2M | 0.17% | 120 |
|
|
2021
Q4 | $7.15M | Buy |
41,642
+1,007
| +2% | +$173K | 0.2% | 96 |
|
|
2021
Q3 | $6.24M | Buy |
40,635
+587
| +1% | +$90.2K | 0.19% | 108 |
|
|
2021
Q2 | $6.2M | Buy |
40,048
+1,404
| +4% | +$217K | 0.18% | 115 |
|
|
2021
Q1 | $5.68M | Buy |
38,644
+1,910
| +5% | +$281K | 0.18% | 130 |
|
|
2020
Q4 | $5.19M | Buy |
36,734
+1,511
| +4% | +$213K | 0.18% | 125 |
|
|
2020
Q3 | $4.53M | Buy |
35,223
+2,491
| +8% | +$321K | 0.18% | 120 |
|
|
2020
Q2 | $3.84M | Sell |
32,732
-37,579
| -53% | -$4.4M | 0.17% | 133 |
|
|
2020
Q1 | $7.27M | Sell |
70,311
-7,013
| -9% | -$725K | 0.43% | 39 |
|
|
2019
Q4 | $9.64M | Buy |
77,324
+4,241
| +6% | +$529K | 0.41% | 40 |
|
|
2019
Q3 | $8.74M | Buy |
73,083
+699
| +1% | +$83.6K | 0.42% | 43 |
|
|
2019
Q2 | $8.34M | Buy |
72,384
+206
| +0.3% | +$23.7K | 0.43% | 39 |
|
|
2019
Q1 | $7.91M | Buy |
72,178
+48,819
| +209% | +$5.35M | 0.45% | 42 |
|
|
2018
Q4 | $2.29M | Sell |
23,359
-1,442
| -6% | -$141K | 0.17% | 132 |
|
|
2018
Q3 | $2.75M | Buy |
24,801
+412
| +2% | +$45.6K | 0.16% | 135 |
|
|
2018
Q2 | $2.48M | Sell |
24,389
-610
| -2% | -$62K | 0.17% | 143 |
|
|
2018
Q1 | $2.53M | Sell |
24,999
-1,291
| -5% | -$130K | 0.18% | 129 |
|
|
2017
Q4 | $2.68M | Buy |
26,290
+317
| +1% | +$32.3K | 0.21% | 123 |
|
|
2017
Q3 | $2.46M | Buy |
25,973
+224
| +0.9% | +$21.2K | 0.2% | 122 |
|
|
2017
Q2 | $2.39M | Sell |
25,749
-1,048
| -4% | -$97.1K | 0.22% | 113 |
|
|
2017
Q1 | $2.41M | Buy |
26,797
+1,559
| +6% | +$140K | 0.23% | 103 |
|
|
2016
Q4 | $2.15M | Sell |
25,238
-1,827
| -7% | -$156K | 0.24% | 99 |
|
|
2016
Q3 | $2.27M | Sell |
27,065
-519
| -2% | -$43.6K | 0.27% | 86 |
|
|
2016
Q2 | $2.3M | Buy |
27,584
+1,059
| +4% | +$88.1K | 0.3% | 74 |
|
|
2016
Q1 | $2.16M | Sell |
26,525
-837
| -3% | -$68K | 0.29% | 76 |
|
|
2015
Q4 | $2.13M | Sell |
27,362
-390
| -1% | -$30.3K | 0.3% | 71 |
|
|
2015
Q3 | $2.05M | Sell |
27,752
-1,927
| -6% | -$142K | 0.32% | 67 |
|
|
2015
Q2 | $2.33M | Sell |
29,679
-1,436
| -5% | -$113K | 0.32% | 75 |
|
|
2015
Q1 | $2.5M | Buy |
31,115
+133
| +0.4% | +$10.7K | 0.33% | 61 |
|
|
2014
Q4 | $2.51M | Buy |
+30,982
| New | +$2.51M | 0.33% | 71 |
|