Successful Portfolios’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 | $1.11M | Buy |
5,434
+711
| +15% | +$146K | 0.68% | 37 |
|
|
2025
Q1 | $916K | Buy |
4,723
+106
| +2% | +$20.6K | 0.62% | 40 |
|
|
2024
Q4 | $904K | Buy |
4,617
+46
| +1% | +$9.01K | 0.6% | 41 |
|
|
2024
Q3 | $905K | Buy |
4,571
+107
| +2% | +$21.2K | 0.61% | 40 |
|
|
2024
Q2 | $815K | Sell |
4,464
-1,075
| -19% | -$196K | 0.57% | 40 |
|
|
2024
Q1 | $1.01M | Buy |
5,539
+283
| +5% | +$51.7K | 0.69% | 37 |
|
|
2023
Q4 | $896K | Buy |
5,256
+2
| +0% | +$341 | 0.67% | 36 |
|
|
2023
Q3 | $816K | Buy |
5,254
+20
| +0.4% | +$3.11K | 0.72% | 35 |
|
|
2023
Q2 | $850K | Sell |
5,234
-3,391
| -39% | -$551K | 0.73% | 35 |
|
|
2023
Q1 | $1.33M | Buy |
8,625
+467
| +6% | +$71.9K | 0.83% | 28 |
|
|
2022
Q4 | $1.24M | Buy |
8,158
+869
| +12% | +$132K | 0.81% | 29 |
|
|
2022
Q3 | $985K | Buy |
7,289
+89
| +1% | +$12K | 0.71% | 35 |
|
|
2022
Q2 | $1.03M | Buy |
7,200
+325
| +5% | +$46.6K | 0.7% | 36 |
|
|
2022
Q1 | $1.12M | Buy |
6,875
+500
| +8% | +$81.1K | 0.63% | 38 |
|
|
2021
Q4 | $1.1M | Buy |
6,375
+73
| +1% | +$12.5K | 0.6% | 41 |
|
|
2021
Q3 | $968K | Sell |
6,302
-280
| -4% | -$43K | 0.58% | 43 |
|
|
2021
Q2 | $1.02M | Buy |
6,582
+15
| +0.2% | +$2.32K | 0.62% | 41 |
|
|
2021
Q1 | $966K | Buy |
6,567
+1,360
| +26% | +$200K | 0.64% | 43 |
|
|
2020
Q4 | $735K | Buy |
5,207
+5
| +0.1% | +$706 | 0.53% | 51 |
|
|
2020
Q3 | $669K | Sell |
5,202
-30
| -0.6% | -$3.86K | 0.53% | 50 |
|
|
2020
Q2 | $613K | Buy |
5,232
+1,020
| +24% | +$120K | 0.54% | 54 |
|
|
2020
Q1 | $435K | Buy |
4,212
+647
| +18% | +$66.8K | 0.44% | 70 |
|
|
2019
Q4 | $444K | Sell |
3,565
-596
| -14% | -$74.2K | 0.4% | 66 |
|
|
2019
Q3 | $498K | Buy |
4,161
+6
| +0.1% | +$718 | 0.47% | 61 |
|
|
2019
Q2 | $478K | Sell |
4,155
-68
| -2% | -$7.82K | 0.51% | 58 |
|
|
2019
Q1 | $463K | Sell |
4,223
-40
| -0.9% | -$4.39K | 0.51% | 61 |
|
|
2018
Q4 | $418K | Sell |
4,263
-420
| -9% | -$41.2K | 0.53% | 59 |
|
|
2018
Q3 | $518K | Buy |
4,683
+970
| +26% | +$107K | 0.56% | 51 |
|
|
2018
Q2 | $377K | Hold |
3,713
| – | – | 0.44% | 74 |
|
|
2018
Q1 | $375K | Buy |
3,713
+220
| +6% | +$22.2K | 0.46% | 69 |
|
|
2017
Q4 | $356K | Buy |
+3,493
| New | +$356K | 0.44% | 75 |
|