IA
Insight 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 | $1.66M | Sell |
8,120
-2,729
| -25% | -$559K | 0.27% | 58 |
|
|
2025
Q1 | $2.1M | Sell |
10,849
-1,583
| -13% | -$307K | 0.37% | 44 |
|
|
2024
Q4 | $2.43M | Sell |
12,432
-3,138
| -20% | -$614K | 0.41% | 39 |
|
|
2024
Q3 | $3.08M | Sell |
15,570
-4,106
| -21% | -$813K | 0.53% | 29 |
|
|
2024
Q2 | $3.59M | Sell |
19,676
-5,928
| -23% | -$1.08M | 0.65% | 22 |
|
|
2024
Q1 | $4.68M | Sell |
25,604
-8,700
| -25% | -$1.59M | 0.9% | 13 |
|
|
2023
Q4 | $5.85M | Sell |
34,304
-134
| -0.4% | -$22.8K | 1.24% | 7 |
|
|
2023
Q3 | $5.35M | Buy |
34,438
+860
| +3% | +$134K | 1.22% | 8 |
|
|
2023
Q2 | $5.45M | Buy |
33,578
+1,947
| +6% | +$316K | 1.22% | 8 |
|
|
2023
Q1 | $4.87M | Buy |
31,631
+38
| +0.1% | +$5.85K | 1.14% | 6 |
|
|
2022
Q4 | $4.8M | Sell |
31,593
-3,693
| -10% | -$561K | 1.68% | 3 |
|
|
2022
Q3 | $4.77M | Buy |
35,286
+36
| +0.1% | +$4.87K | 1.87% | 4 |
|
|
2022
Q2 | $5.42M | Buy |
35,250
+1,152
| +3% | +$177K | 1.84% | 6 |
|
|
2022
Q1 | $5.53M | Buy |
34,098
+1,967
| +6% | +$319K | 1.66% | 7 |
|
|
2021
Q4 | $5.52M | Sell |
32,131
-733
| -2% | -$126K | 1.63% | 6 |
|
|
2021
Q3 | $5.47M | Buy |
32,864
+199
| +0.6% | +$33.1K | 1.63% | 7 |
|
|
2021
Q2 | $5.2M | Buy |
32,665
+1,698
| +5% | +$270K | 1.63% | 7 |
|
|
2021
Q1 | $4.74M | Buy |
30,967
+2,301
| +8% | +$352K | 1.5% | 6 |
|
|
2020
Q4 | $4.05M | Buy |
+28,666
| New | +$4.05M | 1.53% | 10 |
|