Capital Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,047
| Closed | -$277K | – | 80 |
|
2022
Q3 | $277K | Buy |
2,047
+100
| +5% | +$13.5K | 0.41% | 58 |
|
2022
Q2 | $279K | Hold |
1,947
| – | – | 0.39% | 61 |
|
2022
Q1 | $316K | Hold |
1,947
| – | – | 0.37% | 61 |
|
2021
Q4 | $334K | Buy |
1,947
+100
| +5% | +$17.2K | 0.36% | 62 |
|
2021
Q3 | $284K | Buy |
+1,847
| New | +$284K | 0.35% | 65 |
|