SMAM
Sugar Maple Asset 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 | $3.69M | Buy |
18,044
+1,848
| +11% | +$378K | 2.88% | 10 |
|
|
2025
Q1 | $3.14M | Sell |
16,196
-170
| -1% | -$33K | 2.47% | 14 |
|
|
2024
Q4 | $3.21M | Buy |
16,366
+2,326
| +17% | +$456K | 2.44% | 15 |
|
|
2024
Q3 | $2.78M | Sell |
14,040
-2,055
| -13% | -$407K | 2.42% | 12 |
|
|
2024
Q2 | $2.94M | Sell |
16,095
-843
| -5% | -$154K | 2.84% | 13 |
|
|
2024
Q1 | $3.09M | Buy |
+16,938
| New | +$3.09M | 2.98% | 12 |
|