Altium 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
Q2 | $556K | Sell |
3,878
-980
| -20% | -$141K | 0.04% | 220 |
|
|
2022
Q1 | $788K | Sell |
4,858
-963
| -17% | -$156K | 0.05% | 188 |
|
|
2021
Q4 | $1M | Sell |
5,821
-302
| -5% | -$51.9K | 0.06% | 152 |
|
|
2021
Q3 | $940K | Sell |
6,123
-12
| -0.2% | -$1.84K | 0.07% | 144 |
|
|
2021
Q2 | $950K | Sell |
6,135
-114
| -2% | -$17.7K | 0.07% | 136 |
|
|
2021
Q1 | $919K | Sell |
6,249
-951
| -13% | -$140K | 0.07% | 119 |
|
|
2020
Q4 | $1.02M | Buy |
7,200
+3,577
| +99% | +$505K | 0.09% | 106 |
|
|
2020
Q3 | $466K | Sell |
3,623
-61
| -2% | -$7.85K | 0.05% | 183 |
|
|
2020
Q2 | $432K | Buy |
3,684
+64
| +2% | +$7.51K | 0.05% | 201 |
|
|
2020
Q1 | $374K | Sell |
3,620
-1,348
| -27% | -$139K | 0.05% | 174 |
|
|
2019
Q4 | $619K | Buy |
4,968
+229
| +5% | +$28.5K | 0.07% | 149 |
|
|
2019
Q3 | $567K | Sell |
4,739
-3,405
| -42% | -$407K | 0.08% | 146 |
|
|
2019
Q2 | $938K | Sell |
8,144
-490
| -6% | -$56.4K | 0.14% | 92 |
|
|
2019
Q1 | $947K | Sell |
8,634
-146
| -2% | -$16K | 0.15% | 85 |
|
|
2018
Q4 | $860K | Buy |
8,780
+2,448
| +39% | +$240K | 0.16% | 84 |
|
|
2018
Q3 | $701K | Sell |
6,332
-1,069
| -14% | -$118K | 0.13% | 116 |
|
|
2018
Q2 | $752K | Sell |
7,401
-82
| -1% | -$8.33K | 0.2% | 85 |
|
|
2018
Q1 | $756K | Sell |
7,483
-15
| -0.2% | -$1.52K | 0.3% | 54 |
|
|
2017
Q4 | $765K | Buy |
+7,498
| New | +$765K | 0.35% | 53 |
|