Beta Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,658
| Closed | -$255K | – | 98 |
|
|
2021
Q4 | $255K | Hold |
1,658
| – | – | 0.18% | 52 |
|
|
2021
Q3 | $255K | Sell |
1,658
-48,316
| -97% | -$7.43M | 0.18% | 52 |
|
|
2021
Q2 | $7.73M | Buy |
49,974
+1,329
| +3% | +$206K | 5.38% | 2 |
|
|
2021
Q1 | $7.15M | Buy |
48,645
+4,235
| +10% | +$623K | 5.2% | 3 |
|
|
2020
Q4 | $6.27M | Buy |
+44,410
| New | +$6.27M | 5.38% | 6 |
|