Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $358K | Buy |
1,830
+430
| +31% | +$84.1K | 0.03% | 60 |
|
|
2024
Q3 | $277K | Buy |
+1,400
| New | +$277K | 0.02% | 57 |
|
|
2023
Q1 | – | Sell |
-1,442
| Closed | -$219K | – | 80 |
|
|
2022
Q4 | $219K | Sell |
1,442
-166
| -10% | -$25.2K | 0.03% | 66 |
|
|
2022
Q3 | $217K | Buy |
+1,608
| New | +$217K | 0.03% | 69 |
|
|
2022
Q2 | – | Sell |
-1,460
| Closed | -$237K | – | 76 |
|
|
2022
Q1 | $237K | Buy |
1,460
+18
| +1% | +$2.92K | 0.03% | 68 |
|
|
2021
Q4 | $248K | Hold |
1,442
| – | – | 0.03% | 68 |
|
|
2021
Q3 | $221K | Hold |
1,442
| – | – | 0.03% | 68 |
|
|
2021
Q2 | $223K | Hold |
1,442
| – | – | 0.03% | 62 |
|
|
2021
Q1 | $212K | Sell |
1,442
-524
| -27% | -$77K | 0.03% | 65 |
|
|
2020
Q4 | $278K | Buy |
1,966
+165
| +9% | +$23.3K | 0.04% | 43 |
|
|
2020
Q3 | $232K | Sell |
1,801
-132
| -7% | -$17K | 0.04% | 49 |
|
|
2020
Q2 | $227K | Buy |
+1,933
| New | +$227K | 0.04% | 46 |
|