Interchange Capital Partners’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 | $437K | Buy |
2,136
+173
| +9% | +$35.4K | 0.1% | 166 |
|
|
2025
Q1 | $381K | Buy |
1,963
+4
| +0.2% | +$776 | 0.11% | 171 |
|
|
2024
Q4 | $384K | Sell |
1,959
-10
| -0.5% | -$1.96K | 0.14% | 161 |
|
|
2024
Q3 | $390K | Sell |
1,969
-14
| -0.7% | -$2.77K | 0.14% | 165 |
|
|
2024
Q2 | $362K | Buy |
+1,983
| New | +$362K | 0.13% | 169 |
|
|
2023
Q2 | – | Sell |
-1,511
| Closed | -$233K | – | 213 |
|
|
2023
Q1 | $233K | Buy |
+1,511
| New | +$233K | 0.13% | 177 |
|
|
2021
Q4 | – | Sell |
-2,191
| Closed | -$336K | – | 195 |
|
|
2021
Q3 | $336K | Hold |
2,191
| – | – | 0.56% | 67 |
|
|
2021
Q2 | $339K | Hold |
2,191
| – | – | 0.52% | 69 |
|
|
2021
Q1 | $322K | Sell |
2,191
-15
| -0.7% | -$2.2K | 0.17% | 163 |
|
|
2020
Q4 | $311K | Buy |
+2,206
| New | +$311K | 0.17% | 149 |
|