Bingham Osborn & Scarborough’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
Q4
Sell
-8,548
Closed -$1.31M 139
2021
Q3
$1.31M Buy
8,548
+175
+2% +$26.9K 0.09% 51
2021
Q2
$1.3M Buy
8,373
+428
+5% +$66.2K 0.09% 47
2021
Q1
$1.17M Buy
7,945
+610
+8% +$89.8K 0.09% 46
2020
Q4
$1.04M Sell
7,335
-1,200
-14% -$169K 0.08% 45
2020
Q3
$1.1M Sell
8,535
-100
-1% -$12.9K 0.08% 59
2020
Q2
$1.01M Sell
8,635
-771
-8% -$90.4K 0.08% 59
2020
Q1
$972K Buy
9,406
+1,971
+27% +$204K 0.1% 58
2019
Q4
$927K Buy
7,435
+3
+0% +$374 0.08% 68
2019
Q3
$889K Hold
7,432
0.08% 66
2019
Q2
$856K Buy
7,432
+210
+3% +$24.2K 0.08% 65
2019
Q1
$792K Sell
7,222
-180
-2% -$19.7K 0.07% 65
2018
Q4
$725K Sell
7,402
-1,840
-20% -$180K 0.07% 64
2018
Q3
$1.02M Buy
9,242
+517
+6% +$57.2K 0.09% 50
2018
Q2
$887K Buy
8,725
+1,739
+25% +$177K 0.08% 54
2018
Q1
$706K Sell
6,986
-380
-5% -$38.4K 0.07% 65
2017
Q4
$752K Buy
7,366
+4,942
+204% +$505K 0.07% 62
2017
Q3
$230K Buy
2,424
+55
+2% +$5.22K 0.02% 110
2017
Q2
$220K Hold
2,369
0.02% 113
2017
Q1
$213K Buy
+2,369
New +$213K 0.02% 111
2016
Q1
Sell
-2,847
Closed -$221K 119
2015
Q4
$221K Sell
2,847
-83
-3% -$6.44K 0.03% 103
2015
Q3
$216K Buy
+2,930
New +$216K 0.03% 102