Interactive Financial Advisors’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 | $11.9M | Sell |
58,325
-581
| -1% | -$119K | 5.82% | 3 |
|
|
2025
Q1 | $11.4M | Sell |
58,906
-534
| -0.9% | -$104K | 6.04% | 3 |
|
|
2024
Q4 | $11.6M | Sell |
59,440
-443
| -0.7% | -$86.8K | 6.1% | 3 |
|
|
2024
Q3 | $11.9M | Sell |
59,883
-494
| -0.8% | -$97.8K | 6.1% | 3 |
|
|
2024
Q2 | $11M | Sell |
60,377
-681
| -1% | -$124K | 6.07% | 3 |
|
|
2024
Q1 | $11.1M | Buy |
61,058
+35,407
| +138% | +$6.47M | 6.16% | 3 |
|
|
2023
Q4 | $2.84M | Sell |
25,651
-34,441
| -57% | -$3.81M | 1.52% | 18 |
|
|
2023
Q3 | $9.34M | Sell |
60,092
-3,507
| -6% | -$545K | 6.3% | 4 |
|
|
2023
Q2 | $10.3M | Sell |
63,599
-34,402
| -35% | -$5.59M | 7.02% | 3 |
|
|
2023
Q1 | $15.1M | Buy |
98,001
+2,498
| +3% | +$385K | 9.68% | 2 |
|
|
2022
Q4 | $14.5M | Buy |
95,503
+3,211
| +3% | +$488K | 8.69% | 2 |
|
|
2022
Q3 | $12.5M | Buy |
92,292
+1,456
| +2% | +$197K | 7.24% | 4 |
|
|
2022
Q2 | $13.2M | Buy |
90,836
+4,081
| +5% | +$594K | 6.65% | 4 |
|
|
2022
Q1 | $14.1M | Sell |
86,755
-45,980
| -35% | -$7.45M | 6.58% | 2 |
|
|
2021
Q4 | $22.8M | Buy |
132,735
+37,556
| +39% | +$6.45M | 8.7% | 2 |
|
|
2021
Q3 | $14.6M | Buy |
95,179
+1,837
| +2% | +$282K | 6.39% | 4 |
|
|
2021
Q2 | $14.4M | Sell |
93,342
-6,795
| -7% | -$1.05M | 5.88% | 3 |
|
|
2021
Q1 | $14.7M | Buy |
100,137
+6,715
| +7% | +$988K | 6.18% | 3 |
|
|
2020
Q4 | $13.2M | Sell |
93,422
-4,870
| -5% | -$687K | 6% | 5 |
|
|
2020
Q3 | $12.6M | Sell |
98,292
-1,791
| -2% | -$230K | 6.28% | 4 |
|
|
2020
Q2 | $11.7M | Buy |
100,083
+211
| +0.2% | +$24.7K | 5.78% | 5 |
|
|
2020
Q1 | $10.3M | Sell |
99,872
-82,927
| -45% | -$8.57M | 9.12% | 3 |
|
|
2019
Q4 | $22.8M | Sell |
182,799
-30,587
| -14% | -$3.81M | 10.27% | 1 |
|
|
2019
Q3 | $25.5M | Buy |
213,386
+105,931
| +99% | +$12.7M | 11.73% | 1 |
|
|
2019
Q2 | $12.4M | Sell |
107,455
-111,404
| -51% | -$12.8M | 5.68% | 5 |
|
|
2019
Q1 | $24M | Sell |
218,859
-30,198
| -12% | -$3.31M | 11.56% | 1 |
|
|
2018
Q4 | $24.4M | Buy |
249,057
+137,012
| +122% | +$13.4M | 12.64% | 1 |
|
|
2018
Q3 | $12.4M | Sell |
112,045
-3,158
| -3% | -$350K | 5.89% | 5 |
|
|
2018
Q2 | $11.7M | Sell |
115,203
-2,073
| -2% | -$211K | 5.54% | 5 |
|
|
2018
Q1 | $11.9M | Sell |
117,276
-12,151
| -9% | -$1.23M | 5.66% | 5 |
|
|
2017
Q4 | $13.2M | Sell |
129,427
-2,374
| -2% | -$242K | 5.81% | 6 |
|
|
2017
Q3 | $12.5M | Sell |
131,801
-74,321
| -36% | -$7.04M | 5.7% | 7 |
|
|
2017
Q2 | $19.1M | Buy |
206,122
+81,040
| +65% | +$7.51M | 8.99% | 2 |
|
|
2017
Q1 | $11.3M | Buy |
125,082
+3,381
| +3% | +$304K | 5.47% | 5 |
|
|
2016
Q4 | $10.4M | Sell |
121,701
-93,353
| -43% | -$7.95M | 5.22% | 5 |
|
|
2016
Q3 | $18M | Sell |
215,054
-10,409
| -5% | -$874K | 9.04% | 2 |
|
|
2016
Q2 | $18.8M | Buy |
225,463
+101,548
| +82% | +$8.45M | 9.89% | 1 |
|
|
2016
Q1 | $10.1M | Sell |
123,915
-21,217
| -15% | -$1.72M | 6.18% | 4 |
|
|
2015
Q4 | $11.3M | Sell |
145,132
-5,325
| -4% | -$414K | 6.55% | 5 |
|
|
2015
Q3 | $11.1M | Sell |
150,457
-7,761
| -5% | -$572K | 6.29% | 6 |
|
|
2015
Q2 | $12.4M | Sell |
158,218
-14,880
| -9% | -$1.17M | 6.71% | 3 |
|
|
2015
Q1 | $13.9M | Sell |
173,098
-56,715
| -25% | -$4.56M | 7.48% | 4 |
|
|
2014
Q4 | $18.7M | Buy |
229,813
+17,668
| +8% | +$1.43M | 10.23% | 3 |
|
|
2014
Q3 | $16.3M | Sell |
212,145
-5,808
| -3% | -$447K | 9.28% | 3 |
|
|
2014
Q2 | $17M | Buy |
217,953
+5,452
| +3% | +$425K | 9.6% | 3 |
|
|
2014
Q1 | $16M | Sell |
212,501
-2,653
| -1% | -$200K | 9.28% | 3 |
|
|
2013
Q4 | $16.2M | Buy |
215,154
+917
| +0.4% | +$69K | 9.53% | 3 |
|
|
2013
Q3 | $14.9M | Sell |
214,237
-4,204
| -2% | -$293K | 9.12% | 3 |
|
|
2013
Q2 | $14.5M | Buy |
+218,441
| New | +$14.5M | 10.65% | 3 |
|