Crown Wealth Group’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
2022
Q2
Sell
-1,566
Closed -$254K 101
2022
Q1
$254K Sell
1,566
-1,775
-53% -$288K 0.18% 78
2021
Q4
$574K Buy
+3,341
New +$574K 0.53% 41