Independent 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 | $5.22M | Sell |
25,497
-500
| -2% | -$102K | 2.42% | 11 |
|
|
2025
Q1 | $5.04M | Sell |
25,997
-300
| -1% | -$58.2K | 2.65% | 10 |
|
|
2024
Q4 | $5.15M | Sell |
26,297
-3,845
| -13% | -$753K | 2.68% | 10 |
|
|
2024
Q3 | $5.94M | Buy |
30,142
+2,164
| +8% | +$426K | 2.98% | 9 |
|
|
2024
Q2 | $5.11M | Buy |
27,978
+3,730
| +15% | +$681K | 2.91% | 10 |
|
|
2024
Q1 | $4.43M | Hold |
24,248
| – | – | 2.38% | 10 |
|
|
2023
Q4 | $4.13M | Hold |
24,248
| – | – | 2.34% | 11 |
|
|
2023
Q3 | $3.77M | Sell |
24,248
-109
| -0.4% | -$16.9K | 2.35% | 11 |
|
|
2023
Q2 | $3.96M | Hold |
24,357
| – | – | 2.4% | 11 |
|
|
2023
Q1 | $3.75M | Buy |
24,357
+335
| +1% | +$51.6K | 2.16% | 13 |
|
|
2022
Q4 | $3.65M | Buy |
24,022
+510
| +2% | +$77.4K | 2.19% | 13 |
|
|
2022
Q3 | $3.18M | Sell |
23,512
-957
| -4% | -$129K | 1.57% | 13 |
|
|
2022
Q2 | $3.51K | Buy |
24,469
+820
| +3% | +$118 | 1.73% | 9 |
|
|
2022
Q1 | $4.42M | Buy |
23,649
+2,046
| +9% | +$382K | 1.45% | 12 |
|
|
2021
Q4 | $3.71M | Buy |
21,603
+500
| +2% | +$85.9K | 1.4% | 11 |
|
|
2021
Q3 | $3.24M | Hold |
21,103
| – | – | 1.33% | 12 |
|
|
2021
Q2 | $3.27M | Buy |
21,103
+853
| +4% | +$132K | 1.27% | 12 |
|
|
2021
Q1 | $3.1M | Sell |
20,250
-3,802
| -16% | -$583K | 1.22% | 13 |
|
|
2020
Q4 | $3.4M | Hold |
24,052
| – | – | 1.42% | 13 |
|
|
2020
Q3 | $3.1M | Hold |
24,052
| – | – | 1.47% | 12 |
|
|
2020
Q2 | $2.82M | Hold |
24,052
| – | – | 1.46% | 11 |
|
|
2020
Q1 | $2.49M | Hold |
24,052
| – | – | 1.55% | 13 |
|
|
2019
Q4 | $3M | Buy |
+24,052
| New | +$3M | 1.88% | 10 |
|