Investment 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 | $6.19M | Hold |
30,254
| – | – | 2.34% | 8 |
|
|
2025
Q1 | $5.87M | Buy |
30,254
+16
| +0.1% | +$3.1K | 2.43% | 7 |
|
|
2024
Q4 | $5.92M | Buy |
30,238
+35
| +0.1% | +$6.85K | 2.44% | 8 |
|
|
2024
Q3 | $5.98M | Sell |
30,203
-94
| -0.3% | -$18.6K | 2.49% | 7 |
|
|
2024
Q2 | $5.53M | Buy |
30,297
+474
| +2% | +$86.5K | 2.48% | 8 |
|
|
2024
Q1 | $5.45M | Buy |
29,823
+454
| +2% | +$82.9K | 2.47% | 7 |
|
|
2023
Q4 | $5M | Buy |
29,369
+31
| +0.1% | +$5.28K | 2.46% | 8 |
|
|
2023
Q3 | $4.56M | Buy |
29,338
+33
| +0.1% | +$5.13K | 2.4% | 8 |
|
|
2023
Q2 | $4.76M | Buy |
29,305
+36
| +0.1% | +$5.85K | 2.48% | 8 |
|
|
2023
Q1 | $4.51M | Buy |
29,269
+35
| +0.1% | +$5.39K | 2.37% | 8 |
|
|
2022
Q4 | $4.44M | Sell |
29,234
-2,900
| -9% | -$440K | 2.35% | 8 |
|
|
2022
Q3 | $4.34M | Buy |
32,134
+869
| +3% | +$117K | 1.29% | 12 |
|
|
2022
Q2 | $4.49M | Buy |
31,265
+14
| +0% | +$2.01K | 2.19% | 10 |
|
|
2022
Q1 | $5.07M | Buy |
31,251
+11
| +0% | +$1.78K | 2.14% | 10 |
|
|
2021
Q4 | $5.37M | Buy |
31,240
+13
| +0% | +$2.23K | 2.19% | 10 |
|
|
2021
Q3 | $4.8M | Buy |
31,227
+13
| +0% | +$2K | 2.18% | 10 |
|
|
2021
Q2 | $4.83M | Buy |
31,214
+1,235
| +4% | +$191K | 2.21% | 10 |
|
|
2021
Q1 | $4.41M | Buy |
29,979
+5,949
| +25% | +$875K | 2.14% | 11 |
|
|
2020
Q4 | $3.39M | Buy |
24,030
+25
| +0.1% | +$3.53K | 1.8% | 14 |
|
|
2020
Q3 | $3.09M | Sell |
24,005
-851
| -3% | -$109K | 1.84% | 15 |
|
|
2020
Q2 | $2.91M | Buy |
+24,856
| New | +$2.91M | 1.71% | 14 |
|
|
2020
Q1 | – | Sell |
-3,646
| Closed | -$455K | – | 151 |
|
|
2019
Q4 | $455K | Buy |
3,646
+15
| +0.4% | +$1.87K | 0.31% | 74 |
|
|
2019
Q3 | $434K | Buy |
3,631
+878
| +32% | +$105K | 0.32% | 72 |
|
|
2019
Q2 | $317K | Buy |
2,753
+24
| +0.9% | +$2.76K | 0.23% | 95 |
|
|
2019
Q1 | $299K | Hold |
2,729
| – | – | 0.22% | 98 |
|
|
2018
Q4 | $267K | Buy |
2,729
+28
| +1% | +$2.74K | 0.23% | 97 |
|
|
2018
Q3 | $215 | Buy |
2,701
+15
| +0.6% | +$1 | 0.12% | 108 |
|
|
2018
Q2 | $273K | Hold |
2,686
| – | – | 0.2% | 108 |
|
|
2018
Q1 | $271K | Buy |
2,686
+11
| +0.4% | +$1.11K | 0.2% | 115 |
|
|
2017
Q4 | $273K | Buy |
2,675
+14
| +0.5% | +$1.43K | 0.2% | 114 |
|
|
2017
Q3 | $252K | Buy |
2,661
+12
| +0.5% | +$1.14K | 0.22% | 101 |
|
|
2017
Q2 | $245K | Buy |
+2,649
| New | +$245K | 0.22% | 101 |
|
|
2016
Q4 | – | Sell |
-2,604
| Closed | -$219K | – | 175 |
|
|
2016
Q3 | $219K | Buy |
2,604
+12
| +0.5% | +$1.01K | 0.12% | 163 |
|
|
2016
Q2 | $216K | Buy |
+2,592
| New | +$216K | 0.22% | 103 |
|
|
2015
Q2 | – | Sell |
-2,520
| Closed | -$203K | – | 140 |
|
|
2015
Q1 | $203K | Buy |
2,520
+14
| +0.6% | +$1.13K | 0.22% | 91 |
|
|
2014
Q4 | $203K | Buy |
+2,506
| New | +$203K | 0.23% | 89 |
|