SC
Stephens 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 | $4.45M | Buy |
21,753
+18,385
| +546% | +$3.76M | 1.06% | 16 |
|
|
2025
Q1 | $653K | Sell |
3,368
-51
| -1% | -$9.9K | 0.16% | 49 |
|
|
2024
Q4 | $669K | Sell |
3,419
-55
| -2% | -$10.8K | 0.17% | 47 |
|
|
2024
Q3 | $688K | Sell |
3,474
-55
| -2% | -$10.9K | 0.18% | 45 |
|
|
2024
Q2 | $644K | Sell |
3,529
-147
| -4% | -$26.8K | 0.18% | 43 |
|
|
2024
Q1 | $671K | Sell |
3,676
-20
| -0.5% | -$3.65K | 0.21% | 39 |
|
|
2023
Q4 | $630K | Sell |
3,696
-85
| -2% | -$14.5K | 0.21% | 40 |
|
|
2023
Q3 | $588K | Sell |
3,781
-447
| -11% | -$69.5K | 0.24% | 41 |
|
|
2023
Q2 | $687K | Sell |
4,228
-22
| -0.5% | -$3.57K | 0.27% | 40 |
|
|
2023
Q1 | $655K | Buy |
4,250
+49
| +1% | +$7.55K | 0.39% | 38 |
|
|
2022
Q4 | $638K | Buy |
4,201
+671
| +19% | +$102K | 0.42% | 37 |
|
|
2022
Q3 | $477K | Sell |
3,530
-94
| -3% | -$12.7K | 0.43% | 34 |
|
|
2022
Q2 | $520K | Buy |
3,624
+195
| +6% | +$28K | 0.42% | 32 |
|
|
2022
Q1 | $556K | Sell |
3,429
-59
| -2% | -$9.57K | 0.45% | 33 |
|
|
2021
Q4 | $599K | Buy |
+3,488
| New | +$599K | 0.5% | 33 |
|