SI
SimpliFi Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
59,939
+24
| +0% | +$4.91K | 5.41% | 7 |
|
|
2025
Q1 | $11.6M | Buy |
59,915
+322
| +0.5% | +$62.5K | 5.33% | 8 |
|
|
2024
Q4 | $11.7M | Sell |
59,593
-511
| -0.9% | -$100K | 5.34% | 7 |
|
|
2024
Q3 | $11.9M | Sell |
60,104
-3,223
| -5% | -$638K | 5.28% | 7 |
|
|
2024
Q2 | $11.6M | Sell |
63,327
-1,059
| -2% | -$193K | 5.34% | 7 |
|
|
2024
Q1 | $11.8M | Sell |
64,386
-46,187
| -42% | -$8.43M | 5.38% | 7 |
|
|
2023
Q4 | $17.2M | Hold |
110,573
| – | – | 8.46% | 6 |
|
|
2023
Q3 | $17.2M | Sell |
110,573
-3,769
| -3% | -$586K | 8.47% | 6 |
|
|
2023
Q2 | $18.6M | Sell |
114,342
-172
| -0.2% | -$27.9K | 8.78% | 5 |
|
|
2023
Q1 | $17.6M | Sell |
114,514
-940
| -0.8% | -$145K | 8.67% | 4 |
|
|
2022
Q4 | $17.5M | Sell |
115,454
-5,446
| -5% | -$827K | 9.15% | 4 |
|
|
2022
Q3 | $16.3M | Buy |
120,900
+2,682
| +2% | +$363K | 8.46% | 4 |
|
|
2022
Q2 | $17M | Buy |
118,218
+727
| +0.6% | +$104K | 8.38% | 4 |
|
|
2022
Q1 | $19.1M | Buy |
117,491
+478
| +0.4% | +$77.5K | 8.66% | 5 |
|
|
2021
Q4 | $20.1M | Sell |
117,013
-11,204
| -9% | -$1.92M | 8.78% | 5 |
|
|
2021
Q3 | $19.7M | Buy |
128,217
+1,269
| +1% | +$195K | 8.84% | 6 |
|
|
2021
Q2 | $19.7M | Sell |
126,948
-7,787
| -6% | -$1.21M | 8.9% | 6 |
|
|
2021
Q1 | $19.8M | Sell |
134,735
-317
| -0.2% | -$46.6K | 9.26% | 5 |
|
|
2020
Q4 | $19.1M | Sell |
135,052
-4,235
| -3% | -$598K | 8.88% | 5 |
|
|
2020
Q3 | $17.9M | Buy |
139,287
+732
| +0.5% | +$94.2K | 8.93% | 6 |
|
|
2020
Q2 | $16.2M | Buy |
138,555
+2,322
| +2% | +$272K | 8.52% | 6 |
|
|
2020
Q1 | $14.1M | Sell |
136,233
-6,691
| -5% | -$692K | 8.81% | 6 |
|
|
2019
Q4 | $17.8M | Buy |
142,924
+749
| +0.5% | +$93.4K | 10.14% | 5 |
|
|
2019
Q3 | $17M | Sell |
142,175
-1,851
| -1% | -$221K | 10.09% | 5 |
|
|
2019
Q2 | $16.6M | Sell |
144,026
-4,481
| -3% | -$516K | 9.92% | 6 |
|
|
2019
Q1 | $16.3M | Buy |
148,507
+1,712
| +1% | +$188K | 10.28% | 5 |
|
|
2018
Q4 | $14.4M | Buy |
146,795
+10,349
| +8% | +$1.01M | 10.4% | 5 |
|
|
2018
Q3 | $15.1M | Buy |
136,446
+22,029
| +19% | +$2.44M | 10.51% | 5 |
|
|
2018
Q2 | $11.6M | Buy |
114,417
+3,444
| +3% | +$350K | 9.16% | 4 |
|
|
2018
Q1 | $11.2M | Sell |
110,973
-5,084
| -4% | -$514K | 9.21% | 5 |
|
|
2017
Q4 | $11.8M | Buy |
+116,057
| New | +$11.8M | 9.86% | 5 |
|