Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,082
| Closed | -$260K | – | 135 |
|
|
2019
Q4 | $260K | Buy |
2,082
+193
| +10% | +$24.1K | 0.12% | 119 |
|
|
2019
Q3 | $226K | Hold |
1,889
| – | – | 0.11% | 127 |
|
|
2019
Q2 | $218K | Sell |
1,889
-97
| -5% | -$11.2K | 0.1% | 139 |
|
|
2019
Q1 | $218K | Buy |
+1,986
| New | +$218K | 0.1% | 140 |
|
|
2018
Q4 | – | Sell |
-1,986
| Closed | -$220K | – | 150 |
|
|
2018
Q3 | $220K | Hold |
1,986
| – | – | 0.1% | 148 |
|
|
2018
Q2 | $202K | Hold |
1,986
| – | – | 0.1% | 156 |
|
|
2018
Q1 | $201K | Buy |
+1,986
| New | +$201K | 0.1% | 156 |
|