IA
IFP Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
99,562
+5,090
| +5% | +$1.04M | 0.58% | 33 |
|
|
2025
Q1 | $18.3M | Buy |
94,472
+41,414
| +78% | +$8.04M | 0.57% | 32 |
|
|
2024
Q4 | $10.4M | Buy |
53,058
+276
| +0.5% | +$54.1K | 0.34% | 57 |
|
|
2024
Q3 | $10.5M | Sell |
52,782
-8,003
| -13% | -$1.59M | 0.38% | 52 |
|
|
2024
Q2 | $11.1M | Sell |
60,785
-1,749
| -3% | -$319K | 0.44% | 42 |
|
|
2024
Q1 | $11.4M | Buy |
62,534
+1,135
| +2% | +$207K | 0.5% | 41 |
|
|
2023
Q4 | $10.5M | Sell |
61,399
-205
| -0.3% | -$34.9K | 0.49% | 40 |
|
|
2023
Q3 | $9.57M | Sell |
61,604
-5,166
| -8% | -$803K | 0.43% | 52 |
|
|
2023
Q2 | $10.8M | Buy |
66,770
+3,470
| +5% | +$564K | 0.45% | 45 |
|
|
2023
Q1 | $6.51M | Sell |
63,300
-41,207
| -39% | -$4.24M | 0.28% | 70 |
|
|
2022
Q4 | $10.7M | Sell |
104,507
-489
| -0.5% | -$50.3K | 0.29% | 71 |
|
|
2022
Q3 | $10.8M | Buy |
104,996
+7,239
| +7% | +$744K | 0.28% | 72 |
|
|
2022
Q2 | $10.1M | Hold |
97,757
| – | – | 0.32% | 67 |
|
|
2022
Q1 | $10.1M | Buy |
97,757
+56,734
| +138% | +$5.83M | 0.32% | 67 |
|
|
2021
Q4 | $7.05M | Buy |
41,023
+2,505
| +7% | +$431K | 0.14% | 85 |
|
|
2021
Q3 | $5.92M | Buy |
38,518
+634
| +2% | +$97.4K | 0.12% | 94 |
|
|
2021
Q2 | $5.87M | Sell |
37,884
-12,518
| -25% | -$1.94M | 0.12% | 92 |
|
|
2021
Q1 | $7.42M | Sell |
50,402
-3,466
| -6% | -$510K | 0.14% | 67 |
|
|
2020
Q4 | $7.6M | Buy |
53,868
+3,204
| +6% | +$452K | 0.31% | 51 |
|
|
2020
Q3 | $6.52M | Sell |
50,664
-1,225
| -2% | -$158K | 0.39% | 50 |
|
|
2020
Q2 | $6M | Buy |
51,889
+17,382
| +50% | +$2.01M | 0.48% | 43 |
|
|
2020
Q1 | $3.58M | Buy |
34,507
+1,182
| +4% | +$123K | 0.36% | 61 |
|
|
2019
Q4 | $4.19M | Sell |
33,325
-19,135
| -36% | -$2.4M | 0.31% | 71 |
|
|
2019
Q3 | $6.24M | Buy |
+52,460
| New | +$6.24M | 0.42% | 53 |
|
|
2019
Q1 | $3.39M | Sell |
31,004
-38,098
| -55% | -$4.17M | 0.46% | 35 |
|
|
2018
Q4 | $6.7M | Sell |
69,102
-3,607
| -5% | -$350K | 0.41% | 49 |
|
|
2018
Q3 | $8.05M | Sell |
72,709
-1,736
| -2% | -$192K | 0.33% | 64 |
|
|
2018
Q2 | $7.57M | Sell |
74,445
-5,022
| -6% | -$510K | 0.32% | 67 |
|
|
2018
Q1 | $8.11M | Hold |
79,467
| – | – | 0.37% | 55 |
|
|
2017
Q4 | $8.11M | Sell |
79,467
-1,645
| -2% | -$168K | 0.37% | 55 |
|
|
2017
Q3 | $7.69M | Buy |
81,112
+13,997
| +21% | +$1.33M | 0.31% | 66 |
|
|
2017
Q2 | $6.22M | Sell |
67,115
-19,996
| -23% | -$1.85M | 0.26% | 78 |
|
|
2017
Q1 | $7.84M | Buy |
87,111
+5,233
| +6% | +$471K | 0.34% | 58 |
|
|
2016
Q4 | $6.97M | Buy |
81,878
+6,692
| +9% | +$570K | 0.34% | 60 |
|
|
2016
Q3 | $6.31M | Sell |
75,186
-25
| -0% | -$2.1K | 0.33% | 57 |
|
|
2016
Q2 | $6.26M | Buy |
75,211
+44,207
| +143% | +$3.68M | 0.35% | 55 |
|
|
2016
Q1 | $3.39M | Sell |
31,004
-39,064
| -56% | -$4.27M | 0.46% | 35 |
|
|
2015
Q4 | $5.45M | Buy |
+70,068
| New | +$5.45M | 0.37% | 62 |
|