Boston Family Office’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 | $11.2M | Buy |
54,638
+1,600
| +3% | +$327K | 0.74% | 42 |
|
|
2025
Q1 | $10.3M | Sell |
53,038
-138
| -0.3% | -$26.8K | 0.73% | 43 |
|
|
2024
Q4 | $10.4M | Buy |
53,176
+3,137
| +6% | +$614K | 0.72% | 44 |
|
|
2024
Q3 | $9.91M | Sell |
50,039
-65
| -0.1% | -$12.9K | 0.67% | 46 |
|
|
2024
Q2 | $9.15M | Buy |
50,104
+986
| +2% | +$180K | 0.66% | 46 |
|
|
2024
Q1 | $8.97M | Buy |
49,118
+735
| +2% | +$134K | 0.65% | 50 |
|
|
2023
Q4 | $8.24M | Buy |
48,383
+1,449
| +3% | +$247K | 0.62% | 49 |
|
|
2023
Q3 | $7.29M | Buy |
46,934
+1,189
| +3% | +$185K | 0.6% | 55 |
|
|
2023
Q2 | $7.43M | Sell |
45,745
-695
| -1% | -$113K | 0.57% | 54 |
|
|
2023
Q1 | $7.15M | Buy |
46,440
+607
| +1% | +$93.5K | 0.57% | 52 |
|
|
2022
Q4 | $6.96M | Buy |
45,833
+1,082
| +2% | +$164K | 0.58% | 55 |
|
|
2022
Q3 | $6.05M | Buy |
44,751
+1,235
| +3% | +$167K | 0.54% | 55 |
|
|
2022
Q2 | $6.24M | Buy |
43,516
+42
| +0.1% | +$6.03K | 0.52% | 57 |
|
|
2022
Q1 | $7.05M | Sell |
43,474
-1,975
| -4% | -$320K | 0.5% | 58 |
|
|
2021
Q4 | $7.81M | Buy |
45,449
+547
| +1% | +$93.9K | 0.51% | 59 |
|
|
2021
Q3 | $6.9M | Buy |
44,902
+8,119
| +22% | +$1.25M | 0.5% | 59 |
|
|
2021
Q2 | $5.69M | Buy |
36,783
+10,092
| +38% | +$1.56M | 0.41% | 67 |
|
|
2021
Q1 | $3.93M | Buy |
26,691
+528
| +2% | +$77.6K | 0.29% | 83 |
|
|
2020
Q4 | $3.69M | Buy |
26,163
+2,841
| +12% | +$401K | 0.28% | 83 |
|
|
2020
Q3 | $3M | Sell |
23,322
-380
| -2% | -$48.9K | 0.27% | 79 |
|
|
2020
Q2 | $2.78M | Buy |
23,702
+620
| +3% | +$72.6K | 0.27% | 88 |
|
|
2020
Q1 | $2.39M | Buy |
23,082
+200
| +0.9% | +$20.7K | 0.28% | 85 |
|
|
2019
Q4 | $2.85M | Buy |
22,882
+600
| +3% | +$74.8K | 0.27% | 90 |
|
|
2019
Q3 | $2.66M | Sell |
22,282
-57
| -0.3% | -$6.82K | 0.28% | 90 |
|
|
2019
Q2 | $2.57M | Sell |
22,339
-435
| -2% | -$50.1K | 0.27% | 90 |
|
|
2019
Q1 | $2.5M | Buy |
22,774
+3,680
| +19% | +$403K | 0.27% | 90 |
|
|
2018
Q4 | $1.87M | Buy |
19,094
+1,700
| +10% | +$166K | 0.23% | 106 |
|
|
2018
Q3 | $1.93M | Buy |
17,394
+3,230
| +23% | +$358K | 0.2% | 116 |
|
|
2018
Q2 | $1.44M | Buy |
14,164
+75
| +0.5% | +$7.62K | 0.16% | 126 |
|
|
2018
Q1 | $1.42M | Buy |
14,089
+275
| +2% | +$27.8K | 0.16% | 127 |
|
|
2017
Q4 | $1.41M | Buy |
13,814
+600
| +5% | +$61.2K | 0.15% | 129 |
|
|
2017
Q3 | $1.25M | Buy |
13,214
+3,960
| +43% | +$376K | 0.14% | 139 |
|
|
2017
Q2 | $858K | Buy |
9,254
+1,065
| +13% | +$98.7K | 0.1% | 157 |
|
|
2017
Q1 | $737K | Buy |
8,189
+255
| +3% | +$23K | 0.09% | 161 |
|
|
2016
Q4 | $676K | Sell |
7,934
-1,500
| -16% | -$128K | 0.09% | 169 |
|
|
2016
Q3 | $792K | Buy |
9,434
+485
| +5% | +$40.7K | 0.1% | 162 |
|
|
2016
Q2 | $745K | Buy |
8,949
+2,195
| +32% | +$183K | 0.1% | 160 |
|
|
2016
Q1 | $549K | Hold |
6,754
| – | – | 0.07% | 176 |
|
|
2015
Q4 | $525K | Hold |
6,754
| – | – | 0.07% | 172 |
|
|
2015
Q3 | $498K | Sell |
6,754
-471
| -7% | -$34.7K | 0.07% | 180 |
|
|
2015
Q2 | $568K | Hold |
7,225
| – | – | 0.07% | 189 |
|
|
2015
Q1 | $581K | Buy |
7,225
+500
| +7% | +$40.2K | 0.07% | 190 |
|
|
2014
Q4 | $546K | Sell |
6,725
-130
| -2% | -$10.6K | 0.07% | 191 |
|
|
2014
Q3 | $527K | Buy |
6,855
+409
| +6% | +$31.4K | 0.07% | 195 |
|
|
2014
Q2 | $502K | Buy |
6,446
+979
| +18% | +$76.2K | 0.06% | 202 |
|
|
2014
Q1 | $411K | Sell |
5,467
-1,160
| -18% | -$87.2K | 0.05% | 210 |
|
|
2013
Q4 | $499K | Sell |
6,627
-675
| -9% | -$50.8K | 0.07% | 190 |
|
|
2013
Q3 | $508K | Buy |
7,302
+3,908
| +115% | +$272K | 0.07% | 188 |
|
|
2013
Q2 | $225K | Buy |
+3,394
| New | +$225K | 0.03% | 239 |
|