Intrepid Financial Planning Group’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 | $315K | Hold |
1,540
| – | – | 0.13% | 93 |
|
|
2025
Q1 | $299K | Hold |
1,540
| – | – | 0.14% | 91 |
|
|
2024
Q4 | $302K | Hold |
1,540
| – | – | 0.13% | 96 |
|
|
2024
Q3 | $305K | Hold |
1,540
| – | – | 0.13% | 96 |
|
|
2024
Q2 | $281K | Sell |
1,540
-315
| -17% | -$57.5K | 0.12% | 100 |
|
|
2024
Q1 | $339K | Hold |
1,855
| – | – | 0.15% | 92 |
|
|
2023
Q4 | $316K | Hold |
1,855
| – | – | 0.15% | 87 |
|
|
2023
Q3 | $288K | Hold |
1,855
| – | – | 0.15% | 84 |
|
|
2023
Q2 | $301K | Hold |
1,855
| – | – | 0.14% | 88 |
|
|
2023
Q1 | $286K | Hold |
1,855
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $282K | Hold |
1,855
| – | – | 0.15% | 85 |
|
|
2022
Q3 | $251K | Hold |
1,855
| – | – | 0.14% | 79 |
|
|
2022
Q2 | $266K | Buy |
+1,855
| New | +$266K | 0.15% | 76 |
|