Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,343
| Closed | -$281K | – | 159 |
|
|
2016
Q3 | $281K | Buy |
+3,343
| New | +$281K | 0.05% | 125 |
|
|
2016
Q2 | – | Sell |
-2,484
| Closed | -$202K | – | 159 |
|
|
2016
Q1 | $202K | Buy |
+2,484
| New | +$202K | 0.03% | 145 |
|
|
2015
Q1 | – | Sell |
-3,107
| Closed | -$252K | – | 97 |
|
|
2014
Q4 | $252K | Buy |
+3,107
| New | +$252K | 0.05% | 79 |
|
|
2014
Q3 | – | Sell |
-2,762
| Closed | -$215K | – | 91 |
|
|
2014
Q2 | $215K | Buy |
+2,762
| New | +$215K | 0.06% | 85 |
|
|
2014
Q1 | – | Sell |
-2,855
| Closed | -$215K | – | 84 |
|
|
2013
Q4 | $215K | Buy |
+2,855
| New | +$215K | 0.07% | 72 |
|
|
2013
Q3 | – | Sell |
-4,055
| Closed | -$268K | – | 78 |
|
|
2013
Q2 | $268K | Buy |
+4,055
| New | +$268K | 0.12% | 60 |
|