American Economic Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.24M | Buy |
27,111
+1,332
| +5% | +$159K | 0.88% | 12 |
|
|
2019
Q2 | $2.97M | Buy |
25,779
+4,911
| +24% | +$566K | 0.9% | 11 |
|
|
2019
Q1 | $2.29M | Buy |
20,868
+1,599
| +8% | +$175K | 0.71% | 14 |
|
|
2018
Q4 | $1.89M | Buy |
19,269
+326
| +2% | +$31.9K | 0.61% | 17 |
|
|
2018
Q3 | $2.1M | Buy |
18,943
+655
| +4% | +$72.5K | 0.74% | 11 |
|
|
2018
Q2 | $1.86M | Buy |
18,288
+1,867
| +11% | +$190K | 0.69% | 11 |
|
|
2018
Q1 | $1.66M | Buy |
16,421
+1,939
| +13% | +$196K | 0.61% | 13 |
|
|
2017
Q4 | $1.48M | Buy |
14,482
+643
| +5% | +$65.6K | 0.54% | 17 |
|
|
2017
Q3 | $1.31M | Buy |
13,839
+1,522
| +12% | +$144K | 0.49% | 16 |
|
|
2017
Q2 | $1.14M | Buy |
12,317
+1,628
| +15% | +$151K | 0.45% | 16 |
|
|
2017
Q1 | $961K | Buy |
+10,689
| New | +$961K | 0.39% | 23 |
|