TI
tru Independence’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
1,906
+66
| +4% | +$13.5K | 0.11% | 90 |
|
|
2025
Q1 | $357K | Buy |
1,840
+3
| +0.2% | +$582 | 0.11% | 92 |
|
|
2024
Q4 | $360K | Buy |
1,837
+6
| +0.3% | +$1.18K | 0.11% | 88 |
|
|
2024
Q3 | $363K | Buy |
1,831
+385
| +27% | +$76.3K | 0.11% | 89 |
|
|
2024
Q2 | $264K | Sell |
1,446
-235
| -14% | -$42.9K | 0.08% | 98 |
|
|
2024
Q1 | $307K | Buy |
1,681
+3
| +0.2% | +$548 | 0.09% | 95 |
|
|
2023
Q4 | $286K | Sell |
1,678
-193
| -10% | -$32.9K | 0.09% | 100 |
|
|
2023
Q3 | $291K | Buy |
1,871
+3
| +0.2% | +$466 | 0.1% | 104 |
|
|
2023
Q2 | $303K | Hold |
1,868
| – | – | 0.1% | 102 |
|
|
2023
Q1 | $288K | Buy |
1,868
+3
| +0.2% | +$462 | 0.09% | 101 |
|
|
2022
Q4 | $283K | Buy |
1,865
+4
| +0.2% | +$607 | 0.09% | 95 |
|
|
2022
Q3 | $252K | Buy |
+1,861
| New | +$252K | 0.09% | 101 |
|
|
2021
Q2 | – | Sell |
-62,536
| Closed | -$9.2M | – | 393 |
|
|
2021
Q1 | $9.2M | Buy |
62,536
+3,977
| +7% | +$585K | 1.74% | 3 |
|
|
2020
Q4 | $8.27K | Buy |
58,559
+4,344
| +8% | +$613 | 0.02% | 262 |
|
|
2020
Q3 | $6.98M | Buy |
54,215
+1,923
| +4% | +$247K | 1.98% | 6 |
|
|
2020
Q2 | $6.13K | Buy |
52,292
+50,882
| +3,609% | +$5.96K | 0.89% | 15 |
|
|
2020
Q1 | $145 | Hold |
1,410
| – | – | 0.02% | 220 |
|
|
2019
Q4 | $145K | Buy |
+1,410
| New | +$145K | 0.02% | 273 |
|