Bank Julius Baer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
+2,000
| New | +$409K | ﹤0.01% | 403 |
|
|
2022
Q1 | – | Sell |
-3,650
| Closed | -$627K | – | 806 |
|
|
2021
Q4 | $627K | Buy |
3,650
+860
| +31% | +$148K | ﹤0.01% | 401 |
|
|
2021
Q3 | $429K | Buy |
2,790
+1,827
| +190% | +$281K | ﹤0.01% | 448 |
|
|
2021
Q2 | $149K | Buy |
963
+48
| +5% | +$7.43K | ﹤0.01% | 605 |
|
|
2021
Q1 | $135K | Buy |
915
+15
| +2% | +$2.21K | ﹤0.01% | 592 |
|
|
2020
Q4 | $127K | Hold |
900
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $116K | Buy |
+900
| New | +$116K | ﹤0.01% | 555 |
|