Great Diamond Partners’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 | $1.19M | Sell |
5,833
-131
| -2% | -$26.8K | 0.25% | 94 |
|
|
2025
Q1 | $1.16M | Sell |
5,964
-62
| -1% | -$12K | 0.32% | 77 |
|
|
2024
Q4 | $1.18M | Sell |
6,026
-75
| -1% | -$14.7K | 0.31% | 78 |
|
|
2024
Q3 | $1.21M | Sell |
6,101
-376
| -6% | -$74.5K | 0.31% | 78 |
|
|
2024
Q2 | $1.18M | Sell |
6,477
-1,253
| -16% | -$229K | 0.28% | 83 |
|
|
2024
Q1 | $1.41M | Sell |
7,730
-1,395
| -15% | -$255K | 0.32% | 78 |
|
|
2023
Q4 | $1.55M | Buy |
9,125
+6,056
| +197% | +$1.03M | 0.38% | 70 |
|
|
2023
Q3 | $477K | Buy |
+3,069
| New | +$477K | 0.13% | 132 |
|
|
2022
Q2 | – | Sell |
-7,480
| Closed | -$1.21M | – | 227 |
|
|
2022
Q1 | $1.21M | Sell |
7,480
-152
| -2% | -$24.6K | 0.34% | 72 |
|
|
2021
Q4 | $1.31M | Sell |
7,632
-40
| -0.5% | -$6.87K | 0.34% | 63 |
|
|
2021
Q3 | $1.18M | Buy |
7,672
+346
| +5% | +$53.1K | 0.32% | 71 |
|
|
2021
Q2 | $1.13M | Buy |
7,326
+1,402
| +24% | +$217K | 0.32% | 73 |
|
|
2021
Q1 | $871K | Buy |
+5,924
| New | +$871K | 0.27% | 90 |
|
|
2020
Q1 | – | Sell |
-499
| Closed | -$62K | – | 589 |
|
|
2019
Q4 | $62K | Buy |
+499
| New | +$62K | 0.02% | 275 |
|