Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-428
| Closed | -$43K | – | 373 |
|
|
2018
Q2 | $43K | Buy |
+428
| New | +$43K | 0.01% | 256 |
|
|
2017
Q2 | – | Sell |
-284
| Closed | -$26K | – | 537 |
|
|
2017
Q1 | $26K | Hold |
284
| – | – | 0.01% | 310 |
|
|
2016
Q4 | $24K | Buy |
284
+23
| +9% | +$1.94K | 0.01% | 322 |
|
|
2016
Q3 | $22K | Buy |
+261
| New | +$22K | 0.01% | 322 |
|
|
2016
Q2 | – | Sell |
-123
| Closed | -$10K | – | 651 |
|
|
2016
Q1 | $10K | Buy |
+123
| New | +$10K | ﹤0.01% | 385 |
|
|
2015
Q2 | – | Sell |
-350
| Closed | -$28K | – | 688 |
|
|
2015
Q1 | $28K | Hold |
350
| – | – | 0.01% | 271 |
|
|
2014
Q4 | $28K | Buy |
+350
| New | +$28K | 0.01% | 251 |
|