SIC
SJS Investment Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Hold |
586
| – | – | 0.02% | 125 |
|
2025
Q1 | $114K | Sell |
586
-280
| -32% | -$54.3K | 0.02% | 129 |
|
2024
Q4 | $170K | Hold |
866
| – | – | 0.03% | 104 |
|
2024
Q3 | $172K | Buy |
866
+2
| +0.2% | +$396 | 0.03% | 106 |
|
2024
Q2 | $158K | Hold |
864
| – | – | 0.03% | 99 |
|
2024
Q1 | $158K | Sell |
864
-6
| -0.7% | -$1.1K | 0.03% | 101 |
|
2023
Q4 | $148K | Buy |
870
+84
| +11% | +$14.3K | 0.03% | 95 |
|
2023
Q3 | $122K | Buy |
786
+270
| +52% | +$42K | 0.03% | 96 |
|
2023
Q2 | $83.8K | Sell |
516
-20
| -4% | -$3.25K | 0.02% | 120 |
|
2023
Q1 | $82.6K | Sell |
536
-495
| -48% | -$76.2K | 0.02% | 119 |
|
2022
Q4 | $157K | Sell |
1,031
-13
| -1% | -$1.97K | 0.05% | 90 |
|
2022
Q3 | $141K | Buy |
+1,044
| New | +$141K | 0.05% | 97 |
|
2022
Q1 | $171K | Sell |
1,054
-24
| -2% | -$3.89K | 0.05% | 101 |
|
2021
Q4 | $185K | Buy |
+1,078
| New | +$185K | 0.06% | 96 |
|