Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.45M | Buy |
22,432
+79
| +0.4% | +$12.1K | 0.54% | 23 |
|
|
2021
Q2 | $3.46M | Buy |
22,353
+393
| +2% | +$60.8K | 0.55% | 22 |
|
|
2021
Q1 | $3.23M | Buy |
21,960
+306
| +1% | +$45K | 0.67% | 19 |
|
|
2020
Q4 | $3.06M | Buy |
21,654
+157
| +0.7% | +$22.2K | 0.73% | 19 |
|
|
2020
Q3 | $2.77M | Sell |
21,497
-936
| -4% | -$120K | 0.78% | 19 |
|
|
2020
Q2 | $2.63M | Buy |
22,433
+86
| +0.4% | +$10.1K | 0.69% | 21 |
|
|
2020
Q1 | $2.31M | Buy |
22,347
+2,201
| +11% | +$227K | 0.74% | 22 |
|
|
2019
Q4 | $2.51M | Buy |
20,146
+255
| +1% | +$31.8K | 0.72% | 22 |
|
|
2019
Q3 | $2.38M | Buy |
19,891
+85
| +0.4% | +$10.2K | 0.74% | 20 |
|
|
2019
Q2 | $2.28M | Buy |
19,806
+160
| +0.8% | +$18.4K | 0.73% | 21 |
|
|
2019
Q1 | $2.15M | Sell |
19,646
-296
| -1% | -$32.4K | 0.72% | 20 |
|
|
2018
Q4 | $1.95M | Buy |
19,942
+873
| +5% | +$85.5K | 0.77% | 21 |
|
|
2018
Q3 | $2.11M | Buy |
19,069
+406
| +2% | +$44.9K | 0.89% | 18 |
|
|
2018
Q2 | $1.9M | Sell |
18,663
-509
| -3% | -$51.7K | 0.66% | 26 |
|
|
2018
Q1 | $1.94M | Sell |
19,172
-2,055
| -10% | -$208K | 0.74% | 25 |
|
|
2017
Q4 | $2.17M | Buy |
+21,227
| New | +$2.17M | 0.72% | 27 |
|