AIMZ Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
7,742
-792
| -9% | -$162K | 0.53% | 61 |
|
|
2025
Q1 | $1.66M | Buy |
8,534
+574
| +7% | +$111K | 0.58% | 57 |
|
|
2024
Q4 | $1.56M | Sell |
7,960
-599
| -7% | -$117K | 0.54% | 56 |
|
|
2024
Q3 | $1.7M | Sell |
8,559
-415
| -5% | -$82.2K | 0.58% | 52 |
|
|
2024
Q2 | $1.64M | Buy |
8,974
+176
| +2% | +$32.1K | 0.59% | 49 |
|
|
2024
Q1 | $1.61M | Sell |
8,798
-33
| -0.4% | -$6.03K | 0.6% | 54 |
|
|
2023
Q4 | $1.5M | Buy |
8,831
+122
| +1% | +$20.8K | 0.61% | 55 |
|
|
2023
Q3 | $1.35M | Buy |
8,709
+24
| +0.3% | +$3.73K | 0.6% | 57 |
|
|
2023
Q2 | $1.41M | Buy |
8,685
+145
| +2% | +$23.6K | 0.61% | 54 |
|
|
2023
Q1 | $1.32M | Buy |
8,540
+446
| +6% | +$68.7K | 0.59% | 56 |
|
|
2022
Q4 | $1.23M | Hold |
8,094
| – | – | 0.58% | 56 |
|
|
2022
Q3 | $1.09M | Sell |
8,094
-160
| -2% | -$21.6K | 0.55% | 57 |
|
|
2022
Q2 | $1.18M | Hold |
8,254
| – | – | 0.57% | 58 |
|
|
2022
Q1 | $1.34M | Sell |
8,254
-1,000
| -11% | -$162K | 0.55% | 59 |
|
|
2021
Q4 | $1.59M | Buy |
9,254
+1,001
| +12% | +$172K | 0.62% | 54 |
|
|
2021
Q3 | $1.27M | Buy |
8,253
+1,834
| +29% | +$282K | 0.57% | 61 |
|
|
2021
Q2 | $994K | Buy |
6,419
+286
| +5% | +$44.3K | 0.45% | 64 |
|
|
2021
Q1 | $902K | Buy |
6,133
+394
| +7% | +$57.9K | 0.44% | 64 |
|
|
2020
Q4 | $810K | Buy |
5,739
+181
| +3% | +$25.5K | 0.42% | 62 |
|
|
2020
Q3 | $715K | Sell |
5,558
-2,375
| -30% | -$306K | 0.43% | 59 |
|
|
2020
Q2 | $930K | Sell |
7,933
-2,350
| -23% | -$275K | 0.6% | 48 |
|
|
2020
Q1 | $1.06M | Sell |
10,283
-1,320
| -11% | -$136K | 0.83% | 44 |
|
|
2019
Q4 | $1.45M | Sell |
11,603
-193
| -2% | -$24.1K | 0.94% | 42 |
|
|
2019
Q3 | $1.41M | Sell |
11,796
-368
| -3% | -$44K | 0.97% | 38 |
|
|
2019
Q2 | $1.4M | Sell |
12,164
-62
| -0.5% | -$7.14K | 0.97% | 38 |
|
|
2019
Q1 | $1.34M | Buy |
12,226
+200
| +2% | +$21.9K | 0.92% | 44 |
|
|
2018
Q4 | $1.18M | Sell |
12,026
-840
| -7% | -$82.3K | 0.91% | 44 |
|
|
2018
Q3 | $1.42M | Sell |
12,866
-944
| -7% | -$104K | 0.92% | 41 |
|
|
2018
Q2 | $1.4M | Sell |
13,810
-732
| -5% | -$74.4K | 0.99% | 38 |
|
|
2018
Q1 | $1.47M | Buy |
14,542
+1,270
| +10% | +$128K | 1.07% | 35 |
|
|
2017
Q4 | $1.35M | Buy |
13,272
+1,677
| +14% | +$171K | 1.02% | 38 |
|
|
2017
Q3 | $1.1M | Buy |
11,595
+1,001
| +9% | +$94.9K | 0.9% | 44 |
|
|
2017
Q2 | $982K | Buy |
10,594
+342
| +3% | +$31.7K | 0.83% | 48 |
|
|
2017
Q1 | $922K | Buy |
10,252
+900
| +10% | +$80.9K | 0.78% | 48 |
|
|
2016
Q4 | $797K | Sell |
9,352
-34
| -0.4% | -$2.9K | 0.71% | 49 |
|
|
2016
Q3 | $788K | Buy |
9,386
+811
| +9% | +$68.1K | 0.7% | 50 |
|
|
2016
Q2 | $714K | Sell |
8,575
-10,493
| -55% | -$874K | 0.66% | 55 |
|
|
2016
Q1 | $1.54M | Buy |
19,068
+8,869
| +87% | +$717K | 0.68% | 53 |
|
|
2015
Q4 | $793K | Sell |
10,199
-386
| -4% | -$30K | 0.72% | 53 |
|
|
2015
Q3 | $781K | Buy |
10,585
+80
| +0.8% | +$5.9K | 0.72% | 52 |
|
|
2015
Q2 | $825K | Hold |
10,505
| – | – | 0.72% | 52 |
|
|
2015
Q1 | $845K | Buy |
10,505
+288
| +3% | +$23.2K | 0.72% | 49 |
|
|
2014
Q4 | $829K | Buy |
+10,217
| New | +$829K | 0.74% | 48 |
|