9258 Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.52M | Hold |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.32M | Buy |
|
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|
2023
Q4 | $2.11M | Sell |
|
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|
2023
Q3 | $1.93M | Buy |
|
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|
2023
Q2 | $2M | Sell |
|
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|
2023
Q1 | $2.05M | Sell |
|
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|
2022
Q4 | $2.02M | Sell |
|
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|
2022
Q3 | $1.8M | Buy |
|
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|
2022
Q2 | $1.91M | Buy |
|
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|
2022
Q1 | $2.14M | Buy |
|
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|
2021
Q4 | $2.27M | Sell |
|
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|
2021
Q3 | $2.03M | Buy |
|
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|
2021
Q2 | $2.05M | Hold |
|
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $1.88M | Hold |
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|
2020
Q3 | $1.68M | Sell |
|
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|
2020
Q2 | $1.76M | Sell |
|
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|
2020
Q1 | $1.78M | Sell |
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|
2019
Q4 | $2.24M | Buy |
|