BTR Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Buy |
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|
2017
Q4 | $203K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $206K | Hold |
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|
2016
Q3 | $206K | Buy |
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