Studio Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.9M	Sell	143,711 -349	-0.2%	-$77.8K	5.57%	2
2025 Q4	$31.7M	Sell	144,060 -196	-0.1%	-$42.8K	5.79%	2
2025 Q3	$31.3M	Sell	144,256 -1,003	-0.7%	-$211K	5.9%	2
2025 Q2	$29.9M	Buy	145,259 +818	+0.6%	+$159K	5.99%	2
2025 Q1	$28M	Buy	144,441 +2,242	+2%	+$446K	5.79%	2
2024 Q4	$27.8M	Buy	142,199 +1,826	+1%	+$365K	5.92%	2
2024 Q3	$27.9M	Buy	140,373 +2,607	+2%	+$496K	5.87%	3
2024 Q2	$25.4M	Buy	137,766 +5,201	+4%	+$936K	5.78%	3
2024 Q1	$24.2M	Buy	132,565 +904	+0.7%	+$159K	5.75%	3
2023 Q4	$22.4M	Sell	131,661 -11,569	-8%	-$1.86M	5.72%	3
2023 Q3	$22.4M	Buy	143,230 +6,952	+5%	+$1.13M	6.25%	3
2023 Q2	$22.2M	Buy	136,278 +3,117	+2%	+$488K	6.22%	3
2023 Q1	$20.5M	Sell	133,161 -3,403	-2%	-$521K	6.19%	3
2022 Q4	$20.7M	Buy	136,564 +5,006	+4%	+$746K	6.73%	2
2022 Q3	$17.8M	Buy	131,558 +19,597	+18%	+$2.92M	6.4%	3
2022 Q2	$16.1M	Buy	111,961 +7,513	+7%	+$1.14M	5.58%	2
2022 Q1	$16.9M	Buy	104,448 +7,944	+8%	+$1.28M	5.58%	3
2021 Q4	$16.6M	Sell	96,504 -86	-0.1%	-$14.2K	5.97%	3
2021 Q3	$14.8M	Buy	+96,590	New	+$15.4M	6.37%	3