IRON Financial’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 | $1.93M | Buy |
9,442
+2,230
| +31% | +$456K | 1% | 22 |
|
|
2025
Q1 | $1.4M | Buy |
7,212
+1
| +0% | +$194 | 0.78% | 26 |
|
|
2024
Q4 | $1.41M | Sell |
7,211
-439
| -6% | -$86K | 0.79% | 25 |
|
|
2024
Q3 | $1.52M | Sell |
7,650
-507
| -6% | -$100K | 0.82% | 28 |
|
|
2024
Q2 | $1.49M | Hold |
8,157
| – | – | 0.84% | 28 |
|
|
2024
Q1 | $1.49M | Buy |
8,157
+24
| +0.3% | +$4.38K | 0.83% | 28 |
|
|
2023
Q4 | $1.39M | Buy |
8,133
+37
| +0.5% | +$6.31K | 0.79% | 29 |
|
|
2023
Q3 | $1.26M | Buy |
8,096
+6
| +0.1% | +$932 | 0.73% | 30 |
|
|
2023
Q2 | $1.31M | Hold |
8,090
| – | – | 0.71% | 32 |
|
|
2023
Q1 | $1.25M | Buy |
8,090
+6
| +0.1% | +$924 | 0.68% | 31 |
|
|
2022
Q4 | $1.23M | Sell |
8,084
-2,057
| -20% | -$312K | 0.7% | 31 |
|
|
2022
Q3 | $1.37M | Buy |
10,141
+101
| +1% | +$13.7K | 0.75% | 27 |
|
|
2022
Q2 | $1.44M | Buy |
10,040
+45
| +0.5% | +$6.46K | 0.75% | 28 |
|
|
2022
Q1 | $1.62M | Buy |
9,995
+40
| +0.4% | +$6.49K | 0.75% | 27 |
|
|
2021
Q4 | $1.71M | Buy |
9,955
+43
| +0.4% | +$7.39K | 0.76% | 29 |
|
|
2021
Q3 | $1.52M | Sell |
9,912
-633
| -6% | -$97.3K | 0.73% | 29 |
|
|
2021
Q2 | $1.63M | Sell |
10,545
-598
| -5% | -$92.6K | 0.76% | 28 |
|
|
2021
Q1 | $1.64M | Sell |
11,143
-906
| -8% | -$133K | 0.86% | 20 |
|
|
2020
Q4 | $1.7M | Buy |
12,049
+579
| +5% | +$81.7K | 0.86% | 18 |
|
|
2020
Q3 | $1.48M | Buy |
11,470
+512
| +5% | +$65.9K | 0.82% | 19 |
|
|
2020
Q2 | $1.28M | Sell |
10,958
-1,450
| -12% | -$170K | 0.66% | 24 |
|
|
2020
Q1 | $1.28M | Sell |
12,408
-45
| -0.4% | -$4.65K | 0.8% | 20 |
|
|
2019
Q4 | $1.55M | Sell |
12,453
-142
| -1% | -$17.7K | 0.74% | 22 |
|
|
2019
Q3 | $1.51M | Sell |
12,595
-2,637
| -17% | -$315K | 1.12% | 15 |
|
|
2019
Q2 | $1.67M | Buy |
15,232
+884
| +6% | +$96.9K | 1.56% | 10 |
|
|
2019
Q1 | $1.57M | Buy |
14,348
+745
| +5% | +$81.7K | 1% | 13 |
|
|
2018
Q4 | $1.33M | Sell |
13,603
-442
| -3% | -$43.3K | 1.04% | 11 |
|
|
2018
Q3 | $1.56M | Sell |
14,045
-1,459
| -9% | -$162K | 1.04% | 14 |
|
|
2018
Q2 | $1.58M | Sell |
15,504
-1,325
| -8% | -$135K | 0.85% | 17 |
|
|
2018
Q1 | $1.7M | Sell |
16,829
-304
| -2% | -$30.7K | 1.09% | 16 |
|
|
2017
Q4 | $1.75M | Buy |
17,133
+36
| +0.2% | +$3.67K | 1.21% | 13 |
|
|
2017
Q3 | $1.62M | Buy |
17,097
+31
| +0.2% | +$2.94K | 1.24% | 13 |
|
|
2017
Q2 | $1.58M | Buy |
17,066
+70
| +0.4% | +$6.49K | 1.4% | 13 |
|
|
2017
Q1 | $1.53M | Sell |
16,996
-455
| -3% | -$40.9K | 1.1% | 13 |
|
|
2016
Q4 | $1.49M | Buy |
17,451
+45
| +0.3% | +$3.83K | 1.01% | 14 |
|
|
2016
Q3 | $1.46M | Buy |
17,406
+31
| +0.2% | +$2.6K | 1.78% | 10 |
|
|
2016
Q2 | $1.45M | Buy |
17,375
+35
| +0.2% | +$2.91K | 1.86% | 11 |
|
|
2016
Q1 | $1.41M | Buy |
17,340
+147
| +0.9% | +$11.9K | 1.42% | 17 |
|
|
2015
Q4 | $1.34M | Sell |
17,193
-73,788
| -81% | -$5.74M | 1.14% | 17 |
|
|
2015
Q3 | $6.71M | Buy |
90,981
+344
| +0.4% | +$25.4K | 4.47% | 8 |
|
|
2015
Q2 | $7.12M | Buy |
90,637
+706
| +0.8% | +$55.5K | 6.71% | 4 |
|
|
2015
Q1 | $7.24M | Buy |
89,931
+2,910
| +3% | +$234K | 5.65% | 5 |
|
|
2014
Q4 | $70.6K | Sell |
87,021
-2,127
| -2% | -$1.73K | 7.14% | 4 |
|
|
2014
Q3 | $6.86M | Buy |
89,148
+1,005
| +1% | +$77.3K | 8.75% | 5 |
|
|
2014
Q2 | $6.87M | Buy |
88,143
+560
| +0.6% | +$43.7K | 6.08% | 5 |
|
|
2014
Q1 | $6.59M | Sell |
87,583
-1,322
| -1% | -$99.5K | 5.01% | 4 |
|
|
2013
Q4 | $6.69M | Buy |
+88,905
| New | +$6.69M | 6.82% | 4 |
|