C.M. Bidwell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
6,328
-1,349
| -18% | -$276K | 0.67% | 31 |
|
|
2025
Q1 | $1.49M | Sell |
7,677
-10
| -0.1% | -$1.94K | 0.9% | 27 |
|
|
2024
Q4 | $1.51M | Sell |
7,687
-75
| -1% | -$14.7K | 0.92% | 27 |
|
|
2024
Q3 | $1.54M | Hold |
7,762
| – | – | 0.94% | 26 |
|
|
2024
Q2 | $1.42M | Hold |
7,762
| – | – | 0.95% | 25 |
|
|
2024
Q1 | $1.42M | Sell |
7,762
-214
| -3% | -$39.1K | 0.97% | 24 |
|
|
2023
Q4 | $1.36M | Sell |
7,976
-34
| -0.4% | -$5.79K | 1.01% | 24 |
|
|
2023
Q3 | $1.24M | Hold |
8,010
| – | – | 0.95% | 23 |
|
|
2023
Q2 | $1.3M | Buy |
8,010
+23
| +0.3% | +$3.74K | 0.95% | 24 |
|
|
2023
Q1 | $1.23M | Buy |
7,987
+23
| +0.3% | +$3.54K | 0.93% | 25 |
|
|
2022
Q4 | $1.21M | Sell |
7,964
-1
| -0% | -$152 | 0.95% | 24 |
|
|
2022
Q3 | $1.08M | Sell |
7,965
-21
| -0.3% | -$2.84K | 0.89% | 27 |
|
|
2022
Q2 | $1.15M | Buy |
7,986
+25
| +0.3% | +$3.59K | 0.91% | 26 |
|
|
2022
Q1 | $1.29M | Sell |
7,961
-1,172
| -13% | -$190K | 0.85% | 26 |
|
|
2021
Q4 | $1.57M | Sell |
9,133
-60
| -0.7% | -$10.3K | 0.96% | 24 |
|
|
2021
Q3 | $1.41M | Sell |
9,193
-489
| -5% | -$75.1K | 0.94% | 23 |
|
|
2021
Q2 | $1.5M | Sell |
9,682
-9,285
| -49% | -$1.44M | 0.98% | 24 |
|
|
2021
Q1 | $2.79M | Buy |
18,967
+131
| +0.7% | +$19.3K | 2.04% | 14 |
|
|
2020
Q4 | $2.66M | Buy |
18,836
+681
| +4% | +$96.1K | 2.18% | 14 |
|
|
2020
Q3 | $2.34M | Buy |
18,155
+4,370
| +32% | +$562K | 2.15% | 14 |
|
|
2020
Q2 | $1.62M | Buy |
13,785
+770
| +6% | +$90.2K | 1.47% | 17 |
|
|
2020
Q1 | $1.35M | Buy |
+13,015
| New | +$1.35M | 1.42% | 17 |
|