SIM
Studio Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Buy |
145,259
+818
| +0.6% | +$168K | 5.99% | 2 |
|
|
2025
Q1 | $28M | Buy |
144,441
+2,242
| +2% | +$435K | 5.79% | 2 |
|
|
2024
Q4 | $27.8M | Buy |
142,199
+1,826
| +1% | +$358K | 5.92% | 2 |
|
|
2024
Q3 | $27.9M | Buy |
140,373
+2,607
| +2% | +$519K | 5.87% | 3 |
|
|
2024
Q2 | $25.4M | Buy |
137,766
+5,201
| +4% | +$959K | 5.78% | 3 |
|
|
2024
Q1 | $24.2M | Buy |
132,565
+904
| +0.7% | +$165K | 5.75% | 3 |
|
|
2023
Q4 | $22.4M | Sell |
131,661
-11,569
| -8% | -$1.97M | 5.72% | 3 |
|
|
2023
Q3 | $22.4M | Buy |
143,230
+6,952
| +5% | +$1.09M | 6.25% | 3 |
|
|
2023
Q2 | $22.2M | Buy |
136,278
+3,117
| +2% | +$509K | 6.22% | 3 |
|
|
2023
Q1 | $20.5M | Sell |
133,161
-3,403
| -2% | -$524K | 6.19% | 3 |
|
|
2022
Q4 | $20.7M | Buy |
136,564
+5,006
| +4% | +$760K | 6.73% | 2 |
|
|
2022
Q3 | $17.8M | Buy |
131,558
+19,597
| +18% | +$2.65M | 6.4% | 3 |
|
|
2022
Q2 | $16.1M | Buy |
111,961
+7,513
| +7% | +$1.08M | 5.58% | 2 |
|
|
2022
Q1 | $16.9M | Buy |
104,448
+7,944
| +8% | +$1.29M | 5.58% | 3 |
|
|
2021
Q4 | $16.6M | Sell |
96,504
-86
| -0.1% | -$14.8K | 5.97% | 3 |
|
|
2021
Q3 | $14.8M | Buy |
+96,590
| New | +$14.8M | 6.34% | 3 |
|