Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $335K | Sell |
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|
2017
Q1 | $908K | Sell |
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|
2016
Q4 | $910K | Sell |
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|
2016
Q3 | $1.24M | Buy |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.77M | Sell |
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|
2015
Q4 | $1.78M | Buy |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.61M | Buy |
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|
2015
Q1 | $303K | Buy |
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|
2014
Q4 | $1.3M | Sell |
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|
2014
Q3 | $1.79M | Buy |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.47M | Sell |
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|
2013
Q4 | $1.68M | Buy |
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|
2013
Q3 | $1.25M | Buy |
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|
2013
Q2 | $1.02M | Buy |
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