Coe Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $815K | Buy |
|
|||||
|
2021
Q1 | $712K | Buy |
|
|||||
|
2020
Q4 | $664K | Sell |
|
|||||
|
2020
Q3 | $614K | Buy |
|
|||||
|
2020
Q2 | $558K | Hold |
|
|||||
|
2020
Q1 | $492K | Buy |
|
|||||
|
2019
Q4 | $585K | Sell |
|
|||||
|
2019
Q3 | $947K | Buy |
|
|||||
|
2019
Q2 | $904K | Buy |
|
|||||
|
2019
Q1 | $829K | Sell |
|
|||||
|
2018
Q4 | $894K | Buy |
|
|||||
|
2018
Q3 | $711K | Buy |
|
|||||
|
2018
Q2 | $402K | Hold |
|
|||||
|
2018
Q1 | $400K | Sell |
|
|||||
|
2017
Q4 | $414K | Hold |
|
|||||
|
2017
Q3 | $385K | Sell |
|
|||||
|
2017
Q2 | $410K | Hold |
|
|||||
|
2017
Q1 | $398K | Buy |
|
|||||
|
2016
Q4 | $371K | Buy |
|
|||||
|
2016
Q3 | $322K | Sell |
|
|||||
|
2016
Q2 | $387K | Hold |
|
|||||
|
2016
Q1 | $378K | Buy |
|
|||||
|
2015
Q4 | $355K | Sell |
|
|||||
|
2015
Q3 | $409K | Sell |
|
|||||
|
2015
Q2 | $475K | Buy |
|
|||||
|
2015
Q1 | $425K | Buy |
|
|||||
|
2014
Q4 | $419K | Hold |
|
|||||
|
2014
Q3 | $397K | Buy |
|
|||||
|
2014
Q2 | $401K | Sell |
|
|||||
|
2014
Q1 | $449K | Buy |
|
|||||
|
2013
Q4 | $385K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $267K | Buy |
|