Tiedemann Advisors’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
2023 Q3	$367K	Buy	2,350 +6	+0.3%	+$973	0.02%	197
2023 Q2	$383K	Hold	2,344	–	–	0.02%	183
2023 Q1	$361K	Buy	2,344 +6	+0.3%	+$919	0.02%	189
2022 Q4	$355K	Buy	2,338 +8	+0.3%	+$1.19K	0.02%	182
2022 Q3	$315K	Sell	2,330 -3,140	-57%	-$467K	0.02%	185
2022 Q2	$785K	Buy	5,470 +2,563	+88%	+$390K	0.06%	129
2022 Q1	$471K	Sell	2,907 -1,006	-26%	-$162K	0.02%	193
2021 Q4	$673K	Buy	3,913 +9	+0.2%	+$1.48K	0.03%	166
2021 Q3	$599K	Sell	3,904 -104	-3%	-$16.6K	0.03%	176
2021 Q2	$621K	Buy	4,008 +958	+31%	+$147K	0.02%	214
2021 Q1	$449K	Sell	3,050 -299	-9%	-$42.5K	0.02%	222
2020 Q4	$473K	Sell	3,349 -5,250	-61%	-$712K	0.02%	208
2020 Q3	$1.11M	Sell	8,599 -156	-2%	-$19.6K	0.05%	164
2020 Q2	$1.03M	Sell	8,755 -3,278	-27%	-$373K	0.05%	161
2020 Q1	$1.24M	Buy	12,033 +960	+9%	+$115K	0.08%	138
2019 Q4	$1.38M	Buy	11,073 +1,321	+14%	+$160K	0.07%	138
2019 Q3	$1.17M	Buy	9,752 +4,771	+96%	+$563K	0.06%	161
2019 Q2	$574K	Sell	4,981 -3,198	-39%	-$359K	0.03%	190
2019 Q1	$900K	Buy	8,179 +42	+0.5%	+$4.43K	0.04%	227
2018 Q4	$796K	Buy	8,137 +2,952	+57%	+$308K	0.04%	233
2018 Q3	$576K	Hold	5,185	–	–	0.03%	219
2018 Q2	$530K	Buy	5,185 +455	+10%	+$46.4K	0.03%	218
2018 Q1	$478K	Buy	4,730 +556	+13%	+$57.6K	0.03%	200
2017 Q4	$425K	Buy	+4,174	New	+$411K	0.03%	166