IFS
Intelligent Financial Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Hold |
21,995
| – | – | 2.4% | 8 |
|
|
2025
Q1 | $4.27M | Sell |
21,995
-437
| -2% | -$84.8K | 2.23% | 8 |
|
|
2024
Q4 | $4.39M | Sell |
22,432
-180
| -0.8% | -$35.2K | 2.43% | 7 |
|
|
2024
Q3 | $4.5M | Buy |
22,612
+11
| +0% | +$2.19K | 2.48% | 7 |
|
|
2024
Q2 | $4.15M | Sell |
22,601
-30
| -0.1% | -$5.5K | 2.55% | 7 |
|
|
2024
Q1 | $4.13M | Buy |
22,631
+9
| +0% | +$1.64K | 2.56% | 6 |
|
|
2023
Q4 | $3.85M | Buy |
22,622
+47
| +0.2% | +$8.01K | 2.7% | 8 |
|
|
2023
Q3 | $3.53M | Buy |
22,575
+33
| +0.1% | +$5.15K | 2.61% | 7 |
|
|
2023
Q2 | $3.68M | Hold |
22,542
| – | – | 2.68% | 8 |
|
|
2023
Q1 | $3.47M | Sell |
22,542
-342
| -1% | -$52.7K | 2.72% | 7 |
|
|
2022
Q4 | $3.47M | Buy |
22,884
+136
| +0.6% | +$20.7K | 2.93% | 9 |
|
|
2022
Q3 | $3.08M | Sell |
22,748
-75
| -0.3% | -$10.1K | 3.22% | 10 |
|
|
2022
Q2 | $3.27M | Sell |
22,823
-157
| -0.7% | -$22.5K | 3.33% | 8 |
|
|
2022
Q1 | $3.73M | Buy |
22,980
+18
| +0.1% | +$2.92K | 3.63% | 7 |
|
|
2021
Q4 | $3.94M | Buy |
+22,962
| New | +$3.94M | 3.55% | 8 |
|