Indie Asset 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 | $299K | Sell |
1,462
-279
| -16% | -$57.1K | 0.54% | 46 |
|
|
2025
Q1 | $338K | Sell |
1,741
-27
| -2% | -$5.24K | 0.29% | 54 |
|
|
2024
Q4 | $346K | Sell |
1,768
-24
| -1% | -$4.7K | 0.27% | 60 |
|
|
2024
Q3 | $355K | Buy |
1,792
+25
| +1% | +$4.95K | 0.27% | 64 |
|
|
2024
Q2 | $322K | Sell |
1,767
-612
| -26% | -$112K | 0.26% | 63 |
|
|
2024
Q1 | $434K | Sell |
2,379
-149
| -6% | -$27.2K | 0.39% | 43 |
|
|
2023
Q4 | $431K | Hold |
2,528
| – | – | 0.39% | 36 |
|
|
2023
Q3 | $393K | Hold |
2,528
| – | – | 0.4% | 41 |
|
|
2023
Q2 | $411K | Hold |
2,528
| – | – | 0.45% | 37 |
|
|
2023
Q1 | $389K | Hold |
2,528
| – | – | 0.45% | 41 |
|
|
2022
Q4 | $384K | Hold |
2,528
| – | – | 0.42% | 46 |
|
|
2022
Q3 | $342K | Sell |
2,528
-470
| -16% | -$63.6K | 0.35% | 55 |
|
|
2022
Q2 | $430K | Hold |
2,998
| – | – | 0.38% | 46 |
|
|
2022
Q1 | $486K | Sell |
2,998
-530
| -15% | -$85.9K | 0.37% | 51 |
|
|
2021
Q4 | $606K | Sell |
3,528
-150
| -4% | -$25.8K | 0.44% | 41 |
|
|
2021
Q3 | $565K | Hold |
3,678
| – | – | 0.46% | 47 |
|
|
2021
Q2 | $569K | Sell |
3,678
-85
| -2% | -$13.2K | 0.46% | 45 |
|
|
2021
Q1 | $553K | Sell |
3,763
-240
| -6% | -$35.3K | 0.63% | 39 |
|
|
2020
Q4 | $565K | Sell |
4,003
-503
| -11% | -$71K | 0.66% | 38 |
|
|
2020
Q3 | $580K | Sell |
4,506
-135
| -3% | -$17.4K | 0.73% | 33 |
|
|
2020
Q2 | $589K | Sell |
4,641
-35
| -0.7% | -$4.44K | 0.74% | 36 |
|
|
2020
Q1 | $483K | Sell |
4,676
-1,151
| -20% | -$119K | 0.6% | 35 |
|
|
2019
Q4 | $726K | Buy |
+5,827
| New | +$726K | 0.77% | 29 |
|