Disciplined Investments’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 | $435K | Sell |
2,124
-61
| -3% | -$12.5K | 0.18% | 87 |
|
|
2025
Q1 | $424K | Sell |
2,185
-29
| -1% | -$5.63K | 0.19% | 88 |
|
|
2024
Q4 | $434K | Buy |
2,214
+377
| +21% | +$73.8K | 0.21% | 88 |
|
|
2024
Q3 | $364K | Sell |
1,837
-51
| -3% | -$10.1K | 0.18% | 94 |
|
|
2024
Q2 | $345K | Sell |
1,888
-475
| -20% | -$86.7K | 0.18% | 94 |
|
|
2024
Q1 | $432K | Sell |
2,363
-17
| -0.7% | -$3.11K | 0.24% | 82 |
|
|
2023
Q4 | $406K | Sell |
2,380
-31
| -1% | -$5.28K | 0.24% | 78 |
|
|
2023
Q3 | $375K | Sell |
2,411
-24
| -1% | -$3.73K | 0.23% | 83 |
|
|
2023
Q2 | $395K | Sell |
2,435
-229
| -9% | -$37.2K | 0.21% | 86 |
|
|
2023
Q1 | $410K | Buy |
2,664
+1
| +0% | +$154 | 0.17% | 96 |
|
|
2022
Q4 | $404K | Sell |
2,663
-35
| -1% | -$5.32K | 0.2% | 84 |
|
|
2022
Q3 | $365K | Sell |
2,698
-174
| -6% | -$23.5K | 0.17% | 97 |
|
|
2022
Q2 | $412K | Sell |
2,872
-61
| -2% | -$8.75K | 0.19% | 90 |
|
|
2022
Q1 | $476K | Sell |
2,933
-530
| -15% | -$86K | 0.2% | 88 |
|
|
2021
Q4 | $595K | Sell |
3,463
-90
| -3% | -$15.5K | 0.26% | 74 |
|
|
2021
Q3 | $546K | Sell |
3,553
-63
| -2% | -$9.68K | 0.27% | 73 |
|
|
2021
Q2 | $560K | Buy |
3,616
+1
| +0% | +$155 | 0.29% | 74 |
|
|
2021
Q1 | $532K | Sell |
3,615
-118
| -3% | -$17.4K | 0.31% | 72 |
|
|
2020
Q4 | $527K | Sell |
3,733
-262
| -7% | -$37K | 0.35% | 63 |
|
|
2020
Q3 | $514K | Sell |
3,995
-28
| -0.7% | -$3.6K | 0.38% | 63 |
|
|
2020
Q2 | $471K | Buy |
4,023
+97
| +2% | +$11.4K | 0.37% | 65 |
|
|
2020
Q1 | $406K | Buy |
3,926
+279
| +8% | +$28.9K | 0.39% | 63 |
|
|
2019
Q4 | $455K | Buy |
+3,647
| New | +$455K | 0.38% | 59 |
|