Investment Advisory 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 | $5.53M | Hold |
26,997
| – | – | 1.67% | 16 |
|
|
2025
Q1 | $5.24M | Buy |
26,997
+38
| +0.1% | +$7.37K | 1.75% | 13 |
|
|
2024
Q4 | $5.28M | Sell |
26,959
-49
| -0.2% | -$9.6K | 1.77% | 14 |
|
|
2024
Q3 | $5.35M | Sell |
27,008
-10
| -0% | -$1.98K | 1.86% | 13 |
|
|
2024
Q2 | $4.93M | Hold |
27,018
| – | – | 1.91% | 14 |
|
|
2024
Q1 | $4.93M | Buy |
27,018
+768
| +3% | +$140K | 2.04% | 12 |
|
|
2023
Q4 | $4.47M | Buy |
26,250
+10
| +0% | +$1.7K | 2.06% | 12 |
|
|
2023
Q3 | $4.08M | Buy |
26,240
+726
| +3% | +$113K | 2.12% | 12 |
|
|
2023
Q2 | $4.14M | Buy |
25,514
+610
| +2% | +$99.1K | 2.12% | 11 |
|
|
2023
Q1 | $3.84M | Buy |
24,904
+351
| +1% | +$54.1K | 2.21% | 11 |
|
|
2022
Q4 | $3.73M | Buy |
24,553
+665
| +3% | +$101K | 2.29% | 11 |
|
|
2022
Q3 | $3.23M | Buy |
23,888
+135
| +0.6% | +$18.2K | 2.24% | 10 |
|
|
2022
Q2 | $3.41M | Buy |
23,753
+4,115
| +21% | +$591K | 2.32% | 11 |
|
|
2022
Q1 | $3.18M | Hold |
19,638
| – | – | 1.93% | 14 |
|
|
2021
Q4 | $3.18M | Buy |
+19,638
| New | +$3.18M | 2.04% | 15 |
|