SDH
Sloy Dahl & Holst’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Buy |
34,854
+321
| +0.9% | +$65.7K | 0.99% | 15 |
|
|
2025
Q1 | $6.7M | Sell |
34,533
-46
| -0.1% | -$8.92K | 1.17% | 12 |
|
|
2024
Q4 | $6.77M | Buy |
34,579
+180
| +0.5% | +$35.2K | 0.86% | 10 |
|
|
2024
Q3 | $6.81M | Buy |
34,399
+372
| +1% | +$73.7K | 1.16% | 9 |
|
|
2024
Q2 | $6.21M | Buy |
34,027
+134
| +0.4% | +$24.5K | 1.3% | 7 |
|
|
2024
Q1 | $6.19M | Buy |
33,893
+1,017
| +3% | +$186K | 1.46% | 7 |
|
|
2023
Q4 | $5.6M | Buy |
32,876
+1,259
| +4% | +$215K | 1.15% | 7 |
|
|
2023
Q3 | $4.91M | Buy |
31,617
+329
| +1% | +$51.1K | 1.07% | 6 |
|
|
2023
Q2 | $5.08M | Sell |
31,288
-350
| -1% | -$56.9K | 0.93% | 6 |
|
|
2023
Q1 | $4.87M | Buy |
31,638
+545
| +2% | +$83.9K | 1.1% | 5 |
|
|
2022
Q4 | $4.72M | Sell |
31,093
-298
| -0.9% | -$45.3K | 1.65% | 6 |
|
|
2022
Q3 | $4.24M | Buy |
31,391
+315
| +1% | +$42.6K | 0.9% | 10 |
|
|
2022
Q2 | $4.46M | Buy |
31,076
+206
| +0.7% | +$29.6K | 1.06% | 10 |
|
|
2022
Q1 | $5.01M | Buy |
30,870
+2,805
| +10% | +$455K | 0.83% | 10 |
|
|
2021
Q4 | $4.31M | Hold |
28,065
| – | – | 0.92% | 15 |
|
|
2021
Q3 | $4.31M | Buy |
28,065
+1,601
| +6% | +$246K | 0.92% | 15 |
|
|
2021
Q2 | $4.1M | Buy |
26,464
+1,728
| +7% | +$267K | 0.55% | 18 |
|
|
2021
Q1 | $3.64M | Buy |
24,736
+8,434
| +52% | +$1.24M | 0.52% | 16 |
|
|
2020
Q4 | $2.06M | Sell |
16,302
-2,272
| -12% | -$287K | 0.99% | 12 |
|
|
2020
Q3 | $2.46M | Buy |
18,574
+722
| +4% | +$95.5K | 0.94% | 12 |
|
|
2020
Q2 | $2.09M | Sell |
17,852
-965
| -5% | -$113K | 0.99% | 9 |
|
|
2020
Q1 | $1.95M | Buy |
18,817
+2,515
| +15% | +$260K | 1.48% | 9 |
|
|
2019
Q4 | $2.03M | Buy |
+16,302
| New | +$2.03M | 1.89% | 8 |
|