DPA
Delphi Private Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-203
| Closed | -$22K | – | 70 |
|
|
2018
Q3 | $22K | Sell |
203
-172
| -46% | -$18.6K | 0.08% | 47 |
|
|
2018
Q2 | $38K | Sell |
375
-22
| -6% | -$2.23K | 0.13% | 41 |
|
|
2018
Q1 | $40K | Hold |
397
| – | – | 0.16% | 40 |
|
|
2017
Q4 | $41K | Hold |
397
| – | – | 0.1% | 87 |
|
|
2017
Q3 | $38K | Sell |
397
-467
| -54% | -$44.7K | 0.11% | 41 |
|
|
2017
Q2 | $75K | Buy |
864
+442
| +105% | +$38.4K | 0.15% | 29 |
|
|
2017
Q1 | $38K | Sell |
422
-20
| -5% | -$1.8K | 0.07% | 44 |
|
|
2016
Q4 | $38K | Hold |
442
| – | – | 0.07% | 55 |
|
|
2016
Q3 | $37K | Hold |
442
| – | – | 0.06% | 43 |
|
|
2016
Q2 | $37K | Hold |
442
| – | – | 0.07% | 52 |
|
|
2016
Q1 | $36K | Hold |
442
| – | – | 0.06% | 58 |
|
|
2015
Q4 | $34K | Buy |
+442
| New | +$34K | 0.06% | 69 |
|