Aevitas Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.35M | Buy |
15,448
+240
| +2% | +$36.4K | 1.39% | 19 |
|
|
2022
Q3 | $2.06M | Sell |
15,208
-225
| -1% | -$30.4K | 1.55% | 16 |
|
|
2022
Q2 | $2.21M | Sell |
15,433
-151
| -1% | -$21.7K | 1.5% | 16 |
|
|
2022
Q1 | $2.53M | Sell |
15,584
-208
| -1% | -$33.7K | 1.55% | 13 |
|
|
2021
Q4 | $2.71M | Buy |
15,792
+25
| +0.2% | +$4.29K | 1.62% | 13 |
|
|
2021
Q3 | $2.42M | Buy |
15,767
+25
| +0.2% | +$3.84K | 1.55% | 15 |
|
|
2021
Q2 | $2.44M | Buy |
15,742
+74
| +0.5% | +$11.5K | 1.56% | 14 |
|
|
2021
Q1 | $2.3M | Buy |
15,668
+19
| +0.1% | +$2.79K | 1.61% | 14 |
|
|
2020
Q4 | $2.21M | Sell |
15,649
-1,300
| -8% | -$184K | 1.62% | 13 |
|
|
2020
Q3 | $2.18M | Buy |
16,949
+28
| +0.2% | +$3.6K | 1.8% | 9 |
|
|
2020
Q2 | $1.98M | Buy |
16,921
+252
| +2% | +$29.5K | 1.83% | 11 |
|
|
2020
Q1 | $1.72M | Sell |
16,669
-528
| -3% | -$54.6K | 1.93% | 10 |
|
|
2019
Q4 | $2.14M | Sell |
17,197
-297
| -2% | -$37K | 2.02% | 10 |
|
|
2019
Q3 | $2.09M | Buy |
17,494
+162
| +0.9% | +$19.4K | 2.1% | 10 |
|
|
2019
Q2 | $2M | Buy |
17,332
+135
| +0.8% | +$15.5K | 2.01% | 10 |
|
|
2019
Q1 | $1.89M | Buy |
17,197
+249
| +1% | +$27.3K | 1.68% | 12 |
|
|
2018
Q4 | $1.66M | Sell |
16,948
-270
| -2% | -$26.4K | 1.7% | 11 |
|
|
2018
Q3 | $1.91M | Sell |
17,218
-472
| -3% | -$52.3K | 1.73% | 12 |
|
|
2018
Q2 | $1.8M | Sell |
17,690
-315
| -2% | -$32K | 1.75% | 12 |
|
|
2018
Q1 | $1.82M | Sell |
18,005
-239
| -1% | -$24.1K | 1.82% | 11 |
|
|
2017
Q4 | $1.86M | Buy |
+18,244
| New | +$1.86M | 1.77% | 13 |
|