Alera Investment Advisors’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 | $582K | Buy |
|
|||||
|
2024
Q2 | $502K | Sell |
|
|||||
|
2024
Q1 | $503K | Sell |
|
|||||
|
2023
Q4 | $1.23M | Hold |
|
|||||
|
2023
Q3 | $1.12M | Sell |
|
|||||
|
2023
Q2 | $1.17M | Hold |
|
|||||
|
2023
Q1 | $1.11M | Sell |
|
|||||
|
2022
Q4 | $1.12M | Sell |
|
|||||
|
2022
Q3 | $1M | Hold |
|
|||||
|
2022
Q2 | $1.07M | Sell |
|
|||||
|
2022
Q1 | $1.21M | Hold |
|
|||||
|
2021
Q4 | $1.28M | Sell |
|
|||||
|
2021
Q3 | $1.16M | Sell |
|
|||||
|
2021
Q2 | $1.22M | Sell |
|
|||||
|
2021
Q1 | $1.2M | Buy |
|
|||||
|
2020
Q4 | $1.14M | Sell |
|
|||||
|
2020
Q3 | $1.09M | Sell |
|
|||||
|
2020
Q2 | $1M | Hold |
|
|||||
|
2020
Q1 | $892K | Sell |
|
|||||
|
2019
Q4 | $1.09M | Hold |
|
|||||
|
2019
Q3 | $1.05M | Sell |
|
|||||
|
2019
Q2 | $1.01M | Sell |
|
|||||
|
2019
Q1 | $988K | Sell |
|
|||||
|
2018
Q4 | $936K | Buy |
|