Partners Capital Investment 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 | $1.03M | Hold |
5,052
| – | – | 0.04% | 108 |
|
|
2025
Q1 | $980K | Buy |
+5,052
| New | +$980K | 0.02% | 139 |
|
|
2024
Q4 | – | Sell |
-3,569
| Closed | -$707K | – | 166 |
|
|
2024
Q3 | $707K | Buy |
3,569
+18
| +0.5% | +$3.57K | 0.01% | 145 |
|
|
2024
Q2 | $648K | Buy |
+3,551
| New | +$648K | 0.01% | 152 |
|
|
2024
Q1 | – | Sell |
-6,823
| Closed | -$1.16M | – | 264 |
|
|
2023
Q4 | $1.16M | Sell |
6,823
-33
| -0.5% | -$5.62K | 0.03% | 140 |
|
|
2023
Q3 | $1.07M | Sell |
6,856
-2,654
| -28% | -$412K | 0.03% | 140 |
|
|
2023
Q2 | $1.54M | Buy |
+9,510
| New | +$1.54M | 0.03% | 134 |
|