All Terrain Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,525
| Closed | -$468K | – | 108 |
|
|
2020
Q1 | $468K | Sell |
4,525
-1,529
| -25% | -$158K | 0.19% | 53 |
|
|
2019
Q4 | $755K | Hold |
6,054
| – | – | 0.25% | 48 |
|
|
2019
Q3 | $724K | Hold |
6,054
| – | – | 0.24% | 49 |
|
|
2019
Q2 | $697K | Buy |
6,054
+8
| +0.1% | +$921 | 0.24% | 52 |
|
|
2019
Q1 | $663K | Sell |
6,046
-435
| -7% | -$47.7K | 0.23% | 53 |
|
|
2018
Q4 | $635K | Sell |
6,481
-1,534
| -19% | -$150K | 0.25% | 57 |
|
|
2018
Q3 | $887K | Sell |
8,015
-394
| -5% | -$43.6K | 0.36% | 46 |
|
|
2018
Q2 | $854K | Sell |
8,409
-440
| -5% | -$44.7K | 0.38% | 48 |
|
|
2018
Q1 | $894K | Sell |
8,849
-691
| -7% | -$69.8K | 0.41% | 49 |
|
|
2017
Q4 | $973K | Buy |
+9,540
| New | +$973K | 0.45% | 49 |
|