IAA
Independent Advisor Alliance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
4,308
+1,709
| +66% | +$350K | 0.03% | 441 |
|
|
2025
Q1 | $504K | Sell |
2,599
-395,002
| -99% | -$76.6M | 0.02% | 523 |
|
|
2024
Q4 | $77.9M | Buy |
397,601
+395,618
| +19,950% | +$77.5M | 1.03% | 15 |
|
|
2024
Q3 | $393K | Sell |
1,983
-2,018
| -50% | -$400K | 0.01% | 506 |
|
|
2024
Q2 | $730K | Sell |
4,001
-1,756
| -31% | -$321K | 0.03% | 385 |
|
|
2024
Q1 | $1.05M | Sell |
5,757
-5,815
| -50% | -$1.06M | 0.04% | 310 |
|
|
2023
Q4 | $1.89M | Buy |
11,572
+5,809
| +101% | +$946K | 0.07% | 216 |
|
|
2023
Q3 | $896K | Sell |
5,763
-1,258
| -18% | -$195K | 0.04% | 310 |
|
|
2023
Q2 | $1.14M | Sell |
7,021
-1,651
| -19% | -$268K | 0.05% | 283 |
|
|
2023
Q1 | $1.34M | Sell |
8,672
-2,476
| -22% | -$381K | 0.06% | 250 |
|
|
2022
Q4 | $1.69M | Buy |
11,148
+2,214
| +25% | +$336K | 0.58% | 31 |
|
|
2022
Q3 | $1.21M | Buy |
8,934
+5,216
| +140% | +$705K | 0.07% | 232 |
|
|
2022
Q2 | $533K | Sell |
3,718
-102
| -3% | -$14.6K | 0.03% | 359 |
|
|
2022
Q1 | $619K | Hold |
3,820
| – | – | 0.03% | 354 |
|
|
2021
Q4 | $656K | Hold |
3,820
| – | – | 0.03% | 334 |
|
|
2021
Q3 | $587K | Buy |
3,820
+704
| +23% | +$108K | 0.03% | 343 |
|
|
2021
Q2 | $482K | Sell |
3,116
-88
| -3% | -$13.6K | 0.03% | 400 |
|
|
2021
Q1 | $471K | Sell |
3,204
-218
| -6% | -$32K | 0.03% | 387 |
|
|
2020
Q4 | $483K | Hold |
3,422
| – | – | 0.03% | 351 |
|
|
2020
Q3 | $437K | Sell |
3,422
-88
| -3% | -$11.2K | 0.03% | 323 |
|
|
2020
Q2 | $436K | Sell |
3,510
-278
| -7% | -$34.5K | 0.05% | 294 |
|
|
2020
Q1 | $392K | Sell |
3,788
-217,356
| -98% | -$22.5M | 0.06% | 241 |
|
|
2019
Q4 | $27.6M | Buy |
221,144
+217,542
| +6,039% | +$27.1M | 1.2% | 10 |
|
|
2019
Q3 | $434K | Buy |
+3,602
| New | +$434K | 0.05% | 269 |
|
|
2019
Q1 | – | Sell |
-3,457
| Closed | -$362K | – | 466 |
|
|
2018
Q4 | $362K | Buy |
+3,457
| New | +$362K | 0.06% | 251 |
|
|
2017
Q2 | – | Sell |
-47,784
| Closed | -$4.27M | – | 401 |
|
|
2017
Q1 | $4.27M | Buy |
+47,784
| New | +$4.27M | 0.68% | 37 |
|