Consultiva Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $210K | Buy |
1,353
+306
| +29% | +$47.6K | 5.39% | 3 |
|
|
2023
Q2 | $170K | Hold |
1,047
| – | – | 4.29% | 4 |
|
|
2023
Q1 | $161K | Buy |
1,047
+4
| +0.4% | +$616 | 4.13% | 4 |
|
|
2022
Q4 | $158K | Buy |
1,043
+3
| +0.3% | +$456 | 4.12% | 4 |
|
|
2022
Q3 | $141K | Buy |
1,040
+4
| +0.4% | +$542 | 3.96% | 4 |
|
|
2022
Q2 | $149K | Buy |
1,036
+4
| +0.4% | +$575 | 4.18% | 5 |
|
|
2022
Q1 | $167K | Buy |
1,032
+3
| +0.3% | +$485 | 4.01% | 4 |
|
|
2021
Q4 | $177K | Buy |
1,029
+3
| +0.3% | +$516 | 4.04% | 4 |
|
|
2021
Q3 | $158K | Buy |
+1,026
| New | +$158K | 3.63% | 5 |
|
|
2021
Q1 | $150K | Buy |
1,020
+3
| +0.3% | +$441 | 3.25% | 6 |
|
|
2020
Q4 | $144K | Buy |
+1,017
| New | +$144K | 3.36% | 8 |
|
|
2019
Q2 | $158K | Buy |
+1,023
| New | +$158K | 3.22% | 6 |
|