Bel Air Investment 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
2021
Q2
$871K Sell
5,630
-1,094
-16% -$169K 0.03% 191
2021
Q1
$989K Buy
+6,724
New +$989K 0.03% 191
2013
Q3
Sell
-19,395
Closed -$1.28M 120
2013
Q2
$1.28M Buy
+19,395
New +$1.28M 0.19% 50