Altus Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,189
| Closed | -$217K | – | 148 |
|
|
2024
Q1 | $217K | Hold |
1,189
| – | – | 0.11% | 126 |
|
|
2023
Q4 | $203K | Sell |
1,189
-1,036
| -47% | -$177K | 0.11% | 134 |
|
|
2023
Q3 | $346K | Hold |
2,225
| – | – | 0.22% | 94 |
|
|
2023
Q2 | $361K | Buy |
2,225
+40
| +2% | +$6.5K | 0.22% | 99 |
|
|
2023
Q1 | $337K | Sell |
2,185
-115
| -5% | -$17.7K | 0.23% | 101 |
|
|
2022
Q4 | $349K | Buy |
2,300
+507
| +28% | +$77K | 0.27% | 90 |
|
|
2022
Q3 | $275K | Hold |
1,793
| – | – | 0.27% | 87 |
|
|
2022
Q2 | $275K | Sell |
1,793
-455
| -20% | -$69.8K | 0.27% | 87 |
|
|
2022
Q1 | $365K | Buy |
2,248
+50
| +2% | +$8.12K | 0.3% | 72 |
|
|
2021
Q4 | $378K | Buy |
2,198
+405
| +23% | +$69.7K | 0.31% | 75 |
|
|
2021
Q3 | $275K | Hold |
1,793
| – | – | 0.27% | 87 |
|
|
2021
Q2 | $278K | Hold |
1,793
| – | – | 0.27% | 84 |
|
|
2021
Q1 | $277K | Buy |
1,793
+35
| +2% | +$5.41K | 0.28% | 81 |
|
|
2020
Q4 | $248K | Buy |
+1,758
| New | +$248K | 0.24% | 85 |
|