Aspen Wealth Strategies’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 |
-1,308
| Closed | -$239K | – | 78 |
|
|
2024
Q1 | $239K | Sell |
1,308
-6,814
| -84% | -$1.24M | 0.17% | 70 |
|
|
2023
Q4 | $1.38M | Sell |
8,122
-51,218
| -86% | -$8.73M | 1.01% | 18 |
|
|
2023
Q3 | $9.22M | Sell |
59,340
-1,068
| -2% | -$166K | 7.19% | 6 |
|
|
2023
Q2 | $9.81M | Sell |
60,408
-1,308
| -2% | -$212K | 7.45% | 5 |
|
|
2023
Q1 | $9.5M | Buy |
61,716
+746
| +1% | +$115K | 7.37% | 5 |
|
|
2022
Q4 | $9.26M | Buy |
+60,970
| New | +$9.26M | 7.41% | 5 |
|