Independent Wealth Network’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 | $1.01M | Buy |
4,946
+40
| +0.8% | +$8.19K | 0.37% | 73 |
|
|
2025
Q1 | $952K | Sell |
4,906
-120
| -2% | -$23.3K | 0.38% | 71 |
|
|
2024
Q4 | $984K | Sell |
5,026
-50
| -1% | -$9.79K | 0.4% | 64 |
|
|
2024
Q3 | $1.01M | Sell |
5,076
-44
| -0.9% | -$8.72K | 0.44% | 56 |
|
|
2024
Q2 | $935K | Sell |
5,120
-13
| -0.3% | -$2.37K | 0.44% | 60 |
|
|
2024
Q1 | $937K | Buy |
5,133
+423
| +9% | +$77.2K | 0.44% | 57 |
|
|
2023
Q4 | $803K | Buy |
4,710
+216
| +5% | +$36.8K | 0.42% | 61 |
|
|
2023
Q3 | $698K | Buy |
4,494
+50
| +1% | +$7.77K | 0.43% | 59 |
|
|
2023
Q2 | $722K | Sell |
4,444
-116
| -3% | -$18.8K | 0.43% | 61 |
|
|
2023
Q1 | $702K | Buy |
4,560
+15
| +0.3% | +$2.31K | 0.45% | 52 |
|
|
2022
Q4 | $690K | Sell |
4,545
-25
| -0.5% | -$3.8K | 0.47% | 48 |
|
|
2022
Q3 | $618K | Buy |
4,570
+30
| +0.7% | +$4.06K | 0.48% | 50 |
|
|
2022
Q2 | $651K | Sell |
4,540
-319
| -7% | -$45.7K | 0.47% | 52 |
|
|
2022
Q1 | $788K | Sell |
4,859
-1,129
| -19% | -$183K | 0.5% | 49 |
|
|
2021
Q4 | $1.03M | Buy |
5,988
+207
| +4% | +$35.5K | 0.63% | 38 |
|
|
2021
Q3 | $958K | Buy |
+5,781
| New | +$958K | 0.63% | 39 |
|