Charles D. Hyman’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
Q2 | $478K | Hold |
2,620
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $478K | Hold |
2,620
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $446K | Sell |
2,620
-89
| -3% | -$15.2K | 0.03% | 172 |
|
|
2023
Q3 | $421K | Buy |
2,709
+42
| +2% | +$6.53K | 0.03% | 169 |
|
|
2023
Q2 | $433K | Sell |
2,667
-89
| -3% | -$14.5K | 0.03% | 175 |
|
|
2023
Q1 | $425K | Buy |
2,756
+168
| +6% | +$25.9K | 0.03% | 177 |
|
|
2022
Q4 | $393K | Sell |
2,588
-15
| -0.6% | -$2.28K | 0.03% | 174 |
|
|
2022
Q3 | $352K | Buy |
2,603
+9
| +0.3% | +$1.22K | 0.03% | 173 |
|
|
2022
Q2 | $372K | Sell |
2,594
-177
| -6% | -$25.4K | 0.03% | 173 |
|
|
2022
Q1 | $449K | Sell |
2,771
-42
| -1% | -$6.81K | 0.03% | 171 |
|
|
2021
Q4 | $483K | Buy |
2,813
+9
| +0.3% | +$1.55K | 0.03% | 168 |
|
|
2021
Q3 | $431K | Buy |
2,804
+79
| +3% | +$12.1K | 0.03% | 167 |
|
|
2021
Q2 | $422K | Buy |
2,725
+8
| +0.3% | +$1.24K | 0.03% | 172 |
|
|
2021
Q1 | $400K | Buy |
2,717
+7
| +0.3% | +$1.03K | 0.03% | 171 |
|
|
2020
Q4 | $383K | Buy |
2,710
+17
| +0.6% | +$2.4K | 0.03% | 173 |
|
|
2020
Q3 | $346K | Buy |
2,693
+9
| +0.3% | +$1.16K | 0.03% | 169 |
|
|
2020
Q2 | $314K | Buy |
2,684
+9
| +0.3% | +$1.05K | 0.03% | 169 |
|
|
2020
Q1 | $277K | Hold |
2,675
| – | – | 0.03% | 151 |
|
|
2019
Q4 | $333K | Buy |
2,675
+9
| +0.3% | +$1.12K | 0.03% | 157 |
|
|
2019
Q3 | $319K | Buy |
2,666
+9
| +0.3% | +$1.08K | 0.03% | 148 |
|
|
2019
Q2 | $306K | Buy |
2,657
+16
| +0.6% | +$1.84K | 0.03% | 154 |
|
|
2019
Q1 | $290K | Sell |
2,641
-18
| -0.7% | -$1.98K | 0.03% | 156 |
|
|
2018
Q4 | $260K | Buy |
2,659
+19
| +0.7% | +$1.86K | 0.03% | 145 |
|
|
2018
Q3 | $292K | Buy |
2,640
+10
| +0.4% | +$1.11K | 0.03% | 144 |
|
|
2018
Q2 | $267K | Buy |
2,630
+7
| +0.3% | +$711 | 0.03% | 147 |
|
|
2018
Q1 | $265K | Hold |
2,623
| – | – | 0.03% | 144 |
|
|
2017
Q4 | $268K | Buy |
2,623
+103
| +4% | +$10.5K | 0.03% | 142 |
|
|
2017
Q3 | $239K | Buy |
2,520
+8
| +0.3% | +$759 | 0.03% | 137 |
|
|
2017
Q2 | $233K | Buy |
2,512
+249
| +11% | +$23.1K | 0.03% | 130 |
|
|
2017
Q1 | $204K | Buy |
+2,263
| New | +$204K | 0.03% | 138 |
|
|
2015
Q4 | – | Sell |
-2,833
| Closed | -$209K | – | 144 |
|
|
2015
Q3 | $209K | Buy |
2,833
+33
| +1% | +$2.44K | 0.04% | 132 |
|
|
2015
Q2 | $220K | Sell |
2,800
-713
| -20% | -$56K | 0.04% | 135 |
|
|
2015
Q1 | $283K | Buy |
3,513
+19
| +0.5% | +$1.53K | 0.05% | 126 |
|
|
2014
Q4 | $284K | Buy |
3,494
+20
| +0.6% | +$1.63K | 0.05% | 123 |
|
|
2014
Q3 | $267K | Buy |
3,474
+17
| +0.5% | +$1.31K | 0.04% | 123 |
|
|
2014
Q2 | $269K | Buy |
+3,457
| New | +$269K | 0.05% | 126 |
|