SIAP
Sterling Investment Advisors (Pennsylvania)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Buy |
4,141
+51
| +1% | +$10.4K | 0.19% | 103 |
|
2025
Q1 | $793K | Buy |
+4,090
| New | +$793K | 0.19% | 99 |
|
2022
Q2 | – | Sell |
-8
| Closed | -$1K | – | 632 |
|
2022
Q1 | $1K | Sell |
8
-27
| -77% | -$3.38K | ﹤0.01% | 571 |
|
2021
Q4 | $6K | Buy |
35
+8
| +30% | +$1.37K | ﹤0.01% | 476 |
|
2021
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 509 |
|
2021
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 475 |
|
2021
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 464 |
|