Cardinal Strategic Wealth Guidance’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
Q4 | – | Sell |
-1,353
| Closed | -$210K | – | 86 |
|
|
2023
Q3 | $210K | Sell |
1,353
-62
| -4% | -$9.63K | 0.1% | 61 |
|
|
2023
Q2 | $230K | Hold |
1,415
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $218K | Sell |
1,415
-587
| -29% | -$90.4K | 0.1% | 59 |
|
|
2022
Q4 | $304K | Buy |
2,002
+181
| +10% | +$27.5K | 0.15% | 56 |
|
|
2022
Q3 | $246K | Hold |
1,821
| – | – | 0.13% | 54 |
|
|
2022
Q2 | $261K | Hold |
1,821
| – | – | 0.13% | 55 |
|
|
2022
Q1 | $295K | Hold |
1,821
| – | – | 0.14% | 58 |
|
|
2021
Q4 | $313K | Hold |
1,821
| – | – | 0.15% | 59 |
|
|
2021
Q3 | $280K | Sell |
1,821
-50
| -3% | -$7.69K | 0.15% | 59 |
|
|
2021
Q2 | $290K | Hold |
1,871
| – | – | 0.15% | 59 |
|
|
2021
Q1 | $275K | Buy |
1,871
+50
| +3% | +$7.35K | 0.16% | 57 |
|
|
2020
Q4 | $257K | Buy |
+1,821
| New | +$257K | 0.15% | 50 |
|