Stone House Investment Management’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 | $11.1K | Hold |
54
| – | – | ﹤0.01% | 258 |
|
|
2025
Q1 | $10.5K | Buy |
+54
| New | +$10.5K | ﹤0.01% | 245 |
|
|
2024
Q2 | – | Sell |
-56
| Closed | -$10.2K | – | 437 |
|
|
2024
Q1 | $10.2K | Buy |
+56
| New | +$10.2K | ﹤0.01% | 229 |
|
|
2021
Q2 | – | Sell |
-3,719
| Closed | -$525K | – | 50 |
|
|
2021
Q1 | $525K | Hold |
3,719
| – | – | 0.26% | 26 |
|
|
2020
Q4 | $525K | Sell |
3,719
-75
| -2% | -$10.6K | 0.26% | 26 |
|
|
2020
Q3 | $488K | Sell |
3,794
-53
| -1% | -$6.82K | 0.2% | 33 |
|
|
2020
Q2 | $451K | Buy |
+3,847
| New | +$451K | 0.23% | 30 |
|
|
2019
Q1 | – | Sell |
-2,796
| Closed | -$274K | – | 224 |
|
|
2018
Q4 | $274K | Sell |
2,796
-226
| -7% | -$22.1K | 0.17% | 44 |
|
|
2018
Q3 | $335K | Sell |
3,022
-270
| -8% | -$29.9K | 0.19% | 42 |
|
|
2018
Q2 | $335K | Sell |
3,292
-139
| -4% | -$14.1K | 0.21% | 37 |
|
|
2018
Q1 | $347K | Sell |
3,431
-1,635
| -32% | -$165K | 0.23% | 32 |
|
|
2017
Q4 | $517K | Sell |
5,066
-763
| -13% | -$77.9K | 0.35% | 27 |
|
|
2017
Q3 | $553K | Sell |
5,829
-421
| -7% | -$39.9K | 0.39% | 28 |
|
|
2017
Q2 | $579K | Sell |
6,250
-10
| -0.2% | -$926 | 0.42% | 29 |
|
|
2017
Q1 | $563K | Sell |
6,260
-29,259
| -82% | -$2.63M | 0.42% | 28 |
|
|
2016
Q4 | $3.03M | Buy |
+35,519
| New | +$3.03M | 2.54% | 12 |
|