Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $124K | Hold |
677
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $124K | Sell |
677
-49
| -7% | -$8.95K | 0.02% | 167 |
|
|
2023
Q4 | $124K | Buy |
726
+49
| +7% | +$8.35K | 0.02% | 165 |
|
|
2023
Q3 | $105K | Hold |
677
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $110K | Sell |
677
-34
| -5% | -$5.52K | 0.02% | 174 |
|
|
2023
Q1 | $110K | Buy |
711
+34
| +5% | +$5.24K | 0.02% | 170 |
|
|
2022
Q4 | $103K | Hold |
677
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $92K | Hold |
677
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $97K | Hold |
677
| – | – | 0.02% | 174 |
|
|
2022
Q1 | $110K | Hold |
677
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $116K | Hold |
677
| – | – | 0.02% | 192 |
|
|
2021
Q3 | $104K | Sell |
677
-63
| -9% | -$9.68K | 0.02% | 235 |
|
|
2021
Q2 | $115K | Hold |
740
| – | – | 0.02% | 223 |
|
|
2021
Q1 | $109K | Buy |
+740
| New | +$109K | 0.02% | 253 |
|
|
2019
Q4 | – | Sell |
-14
| Closed | -$2K | – | 892 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 734 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 750 |
|
|
2019
Q1 | $2K | Sell |
14
-2,101
| -99% | -$300K | ﹤0.01% | 744 |
|
|
2018
Q4 | $207K | Buy |
2,115
+31
| +1% | +$3.03K | 0.05% | 159 |
|
|
2018
Q3 | $231K | Buy |
2,084
+11
| +0.5% | +$1.22K | 0.05% | 174 |
|
|
2018
Q2 | $211K | Hold |
2,073
| – | – | 0.04% | 177 |
|
|
2018
Q1 | $209K | Buy |
2,073
+9
| +0.4% | +$907 | 0.04% | 165 |
|
|
2017
Q4 | $211K | Buy |
+2,064
| New | +$211K | 0.04% | 158 |
|