SIS
Strategic Investment Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
11,938
-2,494
| -17% | -$511K | 0.74% | 33 |
|
|
2025
Q1 | $2.8M | Buy |
14,432
+5,980
| +71% | +$1.16M | 0.81% | 28 |
|
|
2024
Q4 | $1.49M | Sell |
8,452
-9,216
| -52% | -$1.62M | 0.5% | 40 |
|
|
2024
Q3 | $3.5M | Buy |
17,668
+1,277
| +8% | +$253K | 1.05% | 24 |
|
|
2024
Q2 | $3.09M | Buy |
+16,391
| New | +$3.09M | 1% | 25 |
|
|
2023
Q4 | $1.46M | Sell |
8,568
-198,429
| -96% | -$33.8M | 0.25% | 57 |
|
|
2023
Q3 | $33.6M | Buy |
206,997
+204,751
| +9,116% | +$33.2M | 0.41% | 45 |
|
|
2023
Q2 | $347K | Sell |
2,246
-205
| -8% | -$31.7K | 0.07% | 91 |
|
|
2023
Q1 | $377K | Buy |
+2,451
| New | +$377K | 0.07% | 126 |
|