AIA
Allied Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,445
| Closed | -$204K | – | 53 |
|
|
2020
Q4 | $204K | Buy |
+1,445
| New | +$204K | 0.1% | 45 |
|
|
2019
Q4 | – | Sell |
-2,062
| Closed | -$247K | – | 46 |
|
|
2019
Q3 | $247K | Sell |
2,062
-12
| -0.6% | -$1.44K | 0.16% | 43 |
|
|
2019
Q2 | $239K | Sell |
2,074
-17
| -0.8% | -$1.96K | 0.16% | 44 |
|
|
2019
Q1 | $229K | Buy |
+2,091
| New | +$229K | 0.16% | 42 |
|
|
2018
Q4 | – | Sell |
-1,964
| Closed | -$217K | – | 44 |
|
|
2018
Q3 | $217K | Sell |
1,964
-546
| -22% | -$60.3K | 0.16% | 42 |
|
|
2018
Q2 | $255K | Sell |
2,510
-507
| -17% | -$51.5K | 0.21% | 45 |
|
|
2018
Q1 | $305K | Buy |
3,017
+38
| +1% | +$3.84K | 0.25% | 37 |
|
|
2017
Q4 | $304K | Buy |
+2,979
| New | +$304K | 0.26% | 35 |
|