Birch Hill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,800
| Closed | -$307K | – | 145 |
|
|
2019
Q1 | $307K | Sell |
2,800
-2,657
| -49% | -$291K | 0.02% | 126 |
|
|
2018
Q4 | $535K | Hold |
5,457
| – | – | 0.05% | 105 |
|
|
2018
Q3 | $604K | Buy |
5,457
+2,457
| +82% | +$272K | 0.04% | 109 |
|
|
2018
Q2 | $305K | Hold |
3,000
| – | – | 0.02% | 125 |
|
|
2018
Q1 | $303K | Sell |
3,000
-488
| -14% | -$49.3K | 0.03% | 121 |
|
|
2017
Q4 | $356K | Buy |
+3,488
| New | +$356K | 0.03% | 112 |
|