Commonwealth Retirement Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
1,849
-90
| -5% | -$18.4K | 0.14% | 99 |
|
|
2025
Q1 | $376K | Sell |
1,939
-98
| -5% | -$19K | 0.15% | 82 |
|
|
2024
Q4 | $399K | Sell |
2,037
-232
| -10% | -$45.4K | 0.16% | 85 |
|
|
2024
Q3 | $449K | Sell |
2,269
-144
| -6% | -$28.5K | 0.19% | 79 |
|
|
2024
Q2 | $440K | Sell |
2,413
-469
| -16% | -$85.6K | 0.2% | 79 |
|
|
2024
Q1 | $526K | Buy |
2,882
+83
| +3% | +$15.2K | 0.25% | 66 |
|
|
2023
Q4 | $477K | Sell |
2,799
-67
| -2% | -$11.4K | 0.25% | 68 |
|
|
2023
Q3 | $445K | Sell |
2,866
-447
| -13% | -$69.4K | 0.26% | 62 |
|
|
2023
Q2 | $538K | Sell |
3,313
-415
| -11% | -$67.4K | 0.3% | 52 |
|
|
2023
Q1 | $574K | Buy |
3,728
+346
| +10% | +$53.3K | 0.34% | 46 |
|
|
2022
Q4 | $513K | Buy |
+3,382
| New | +$513K | 0.31% | 47 |
|