Anchor Capital Advisors’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
Q1 | – | Sell |
-1,630
| Closed | -$278K | – | 251 |
|
|
2023
Q4 | $278K | Hold |
1,630
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $253K | Hold |
1,630
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $265K | Sell |
1,630
-250
| -13% | -$40.6K | 0.01% | 246 |
|
|
2023
Q1 | $290K | Hold |
1,880
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $285K | Hold |
1,880
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $254K | Hold |
1,880
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $270K | Hold |
1,880
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $305K | Sell |
1,880
-500
| -21% | -$81.1K | 0.01% | 249 |
|
|
2021
Q4 | $409K | Sell |
2,380
-250
| -10% | -$43K | 0.01% | 232 |
|
|
2021
Q3 | $404K | Buy |
+2,630
| New | +$404K | 0.01% | 231 |
|