CIC Wealth’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
Q3 | $1M | Buy |
5,055
+4
| +0.1% | +$792 | 0.26% | 72 |
|
|
2024
Q2 | $922K | Sell |
5,051
-360
| -7% | -$65.7K | 0.25% | 72 |
|
|
2024
Q1 | $988K | Buy |
5,411
+3
| +0.1% | +$548 | 0.29% | 68 |
|
|
2023
Q4 | $922K | Sell |
5,408
-58
| -1% | -$9.88K | 0.29% | 69 |
|
|
2023
Q3 | $849K | Buy |
5,466
+5
| +0.1% | +$777 | 0.3% | 68 |
|
|
2023
Q2 | $887K | Sell |
5,461
-334
| -6% | -$54.3K | 0.31% | 67 |
|
|
2023
Q1 | $893K | Sell |
5,795
-380
| -6% | -$58.5K | 0.34% | 61 |
|
|
2022
Q4 | $938K | Buy |
+6,175
| New | +$938K | 0.39% | 61 |
|