Crewe Advisors’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 | – | Sell |
-7,523
| Closed | -$1.37M | – | 989 |
|
|
2024
Q2 | $1.37M | Buy |
7,523
+637
| +9% | +$116K | 0.15% | 60 |
|
|
2024
Q1 | $1.26M | Buy |
6,886
+2,530
| +58% | +$462K | 0.15% | 60 |
|
|
2023
Q4 | $742K | Buy |
4,356
+1,099
| +34% | +$187K | 0.12% | 42 |
|
|
2023
Q3 | $506K | Sell |
3,257
-170
| -5% | -$26.4K | 0.09% | 46 |
|
|
2023
Q2 | $557K | Sell |
3,427
-370
| -10% | -$60.1K | 0.08% | 74 |
|
|
2023
Q1 | $585K | Buy |
3,797
+968
| +34% | +$149K | 0.09% | 76 |
|
|
2022
Q4 | $430K | Sell |
2,829
-748
| -21% | -$114K | 0.07% | 89 |
|
|
2022
Q3 | $483K | Hold |
3,577
| – | – | 0.09% | 76 |
|
|
2022
Q2 | $513K | Buy |
3,577
+923
| +35% | +$132K | 0.11% | 58 |
|
|
2022
Q1 | $431K | Buy |
+2,654
| New | +$431K | 0.08% | 61 |
|