Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.59M | Buy |
9,230
+2
| +0% | +$343 | 0.32% | 60 |
|
|
2021
Q3 | $1.42M | Buy |
9,228
+1,078
| +13% | +$166K | 0.32% | 63 |
|
|
2021
Q2 | $1.26M | Sell |
8,150
-153
| -2% | -$23.7K | 0.28% | 70 |
|
|
2021
Q1 | $1.22M | Buy |
8,303
+632
| +8% | +$92.9K | 0.3% | 69 |
|
|
2020
Q4 | $1.08M | Buy |
7,671
+120
| +2% | +$16.9K | 0.27% | 67 |
|
|
2020
Q3 | $972K | Sell |
7,551
-499
| -6% | -$64.2K | 0.27% | 66 |
|
|
2020
Q2 | $943K | Buy |
8,050
+758
| +10% | +$88.8K | 0.27% | 66 |
|
|
2020
Q1 | $754K | Buy |
7,292
+292
| +4% | +$30.2K | 0.26% | 69 |
|
|
2019
Q4 | $873K | Sell |
7,000
-77
| -1% | -$9.6K | 0.26% | 73 |
|
|
2019
Q3 | $846K | Buy |
7,077
+464
| +7% | +$55.5K | 0.26% | 76 |
|
|
2019
Q2 | $762K | Sell |
6,613
-98
| -1% | -$11.3K | 0.24% | 80 |
|
|
2019
Q1 | $736K | Buy |
6,711
+366
| +6% | +$40.1K | 0.26% | 85 |
|
|
2018
Q4 | $621K | Sell |
6,345
-1,940
| -23% | -$190K | 0.25% | 86 |
|
|
2018
Q3 | $917K | Buy |
8,285
+416
| +5% | +$46K | 0.34% | 73 |
|
|
2018
Q2 | $800K | Buy |
7,869
+260
| +3% | +$26.4K | 0.32% | 78 |
|
|
2018
Q1 | $769K | Buy |
7,609
+2,502
| +49% | +$253K | 0.33% | 79 |
|
|
2017
Q4 | $521K | Buy |
5,107
+852
| +20% | +$86.9K | 0.22% | 87 |
|
|
2017
Q3 | $403K | Buy |
4,255
+560
| +15% | +$53K | 0.19% | 90 |
|
|
2017
Q2 | $342K | Buy |
3,695
+145
| +4% | +$13.4K | 0.17% | 92 |
|
|
2017
Q1 | $319K | Buy |
+3,550
| New | +$319K | 0.16% | 98 |
|
|
2014
Q1 | – | Sell |
-2,680
| Closed | -$202K | – | 122 |
|
|
2013
Q4 | $202K | Buy |
+2,680
| New | +$202K | 0.12% | 118 |
|
|
2013
Q3 | – | Sell |
-3,209
| Closed | -$212K | – | 117 |
|
|
2013
Q2 | $212K | Buy |
+3,209
| New | +$212K | 0.14% | 110 |
|