Bulltick 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,580
| Closed | -$240K | – | 150 |
|
2022
Q4 | $240K | Sell |
1,580
-11,730
| -88% | -$1.78M | 0.07% | 115 |
|
2022
Q3 | $1.8M | Buy |
13,310
+60
| +0.5% | +$8.11K | 0.54% | 40 |
|
2022
Q2 | $1.9M | Buy |
13,250
+250
| +2% | +$35.9K | 0.51% | 40 |
|
2022
Q1 | $2.11M | Buy |
13,000
+3,710
| +40% | +$602K | 0.47% | 41 |
|
2021
Q4 | $1.6M | Buy |
9,290
+6,190
| +200% | +$1.06M | 0.32% | 46 |
|
2021
Q3 | $476K | Buy |
+3,100
| New | +$476K | 0.11% | 72 |
|