IFWM
Institute for Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
5,359
+3
| +0.1% | +$614 | 0.12% | 177 |
|
|
2025
Q1 | $1.04M | Sell |
5,356
-124
| -2% | -$24.1K | 0.13% | 176 |
|
|
2024
Q4 | $1.07M | Sell |
5,480
-37
| -0.7% | -$7.25K | 0.13% | 158 |
|
|
2024
Q3 | $1.09M | Buy |
5,517
+147
| +3% | +$29.1K | 0.14% | 160 |
|
|
2024
Q2 | $980K | Sell |
5,370
-293
| -5% | -$53.5K | 0.13% | 166 |
|
|
2024
Q1 | $1.03M | Sell |
5,663
-95
| -2% | -$17.3K | 0.13% | 164 |
|
|
2023
Q4 | $981K | Sell |
5,758
-58
| -1% | -$9.88K | 0.16% | 152 |
|
|
2023
Q3 | $904K | Sell |
5,816
-232
| -4% | -$36K | 0.16% | 155 |
|
|
2023
Q2 | $982K | Buy |
6,048
+215
| +4% | +$34.9K | 0.17% | 145 |
|
|
2023
Q1 | $898K | Buy |
5,833
+278
| +5% | +$42.8K | 0.17% | 150 |
|
|
2022
Q4 | $843K | Buy |
5,555
+114
| +2% | +$17.3K | 0.18% | 153 |
|
|
2022
Q3 | $735K | Sell |
5,441
-788
| -13% | -$106K | 0.16% | 165 |
|
|
2022
Q2 | $894K | Sell |
6,229
-62
| -1% | -$8.9K | 0.18% | 149 |
|
|
2022
Q1 | $1.02M | Sell |
6,291
-56
| -0.9% | -$9.08K | 0.17% | 153 |
|
|
2021
Q4 | $1.09M | Sell |
6,347
-292
| -4% | -$50.1K | 0.18% | 143 |
|
|
2021
Q3 | $1.02M | Buy |
6,639
+218
| +3% | +$33.5K | 0.18% | 142 |
|
|
2021
Q2 | $994K | Buy |
6,421
+4
| +0.1% | +$619 | 0.17% | 150 |
|
|
2021
Q1 | $944K | Buy |
6,417
+2
| +0% | +$294 | 0.18% | 149 |
|
|
2020
Q4 | $906K | Buy |
6,415
+317
| +5% | +$44.8K | 0.18% | 146 |
|
|
2020
Q3 | $785K | Buy |
6,098
+172
| +3% | +$22.1K | 0.18% | 144 |
|
|
2020
Q2 | $694K | Buy |
5,926
+494
| +9% | +$57.9K | 0.17% | 161 |
|
|
2020
Q1 | $562K | Buy |
5,432
+655
| +14% | +$67.8K | 0.17% | 159 |
|
|
2019
Q4 | $595K | Sell |
4,777
-198
| -4% | -$24.7K | 0.13% | 220 |
|
|
2019
Q3 | $595K | Sell |
4,975
-15
| -0.3% | -$1.79K | 0.15% | 206 |
|
|
2019
Q2 | $575K | Buy |
4,990
+760
| +18% | +$87.6K | 0.13% | 233 |
|
|
2019
Q1 | $464K | Buy |
+4,230
| New | +$464K | 0.1% | 255 |
|
|
2018
Q4 | – | Sell |
-11,694
| Closed | -$1.3M | – | 343 |
|
|
2018
Q3 | $1.3M | Sell |
11,694
-5,380
| -32% | -$597K | 0.44% | 78 |
|
|
2018
Q2 | $1.73M | Buy |
17,074
+3,962
| +30% | +$402K | 0.55% | 55 |
|
|
2018
Q1 | $1.32M | Sell |
13,112
-9,994
| -43% | -$1M | 0.39% | 83 |
|
|
2017
Q4 | $2.39M | Buy |
23,106
+871
| +4% | +$90.1K | 0.55% | 43 |
|
|
2017
Q3 | $2.11M | Sell |
22,235
-51
| -0.2% | -$4.84K | 0.69% | 33 |
|
|
2017
Q2 | $2.06M | Buy |
+22,286
| New | +$2.06M | 0.57% | 32 |
|
|
2015
Q4 | $349K | Sell |
4,483
-154
| -3% | -$12K | 0.52% | 29 |
|
|
2015
Q3 | $342K | Sell |
4,637
-21,348
| -82% | -$1.57M | 0.65% | 25 |
|
|
2015
Q2 | $2.04M | Sell |
25,985
-4,887
| -16% | -$384K | 2.64% | 15 |
|
|
2015
Q1 | $2.48M | Sell |
30,872
-3,700
| -11% | -$298K | 2.73% | 10 |
|
|
2014
Q4 | $2.81M | Buy |
+34,572
| New | +$2.81M | 2.95% | 10 |
|