Dopkins 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
Q1 | – | Sell |
-6,098
| Closed | -$926K | – | 44 |
|
|
2022
Q4 | $926K | Buy |
6,098
+39
| +0.6% | +$5.92K | 0.82% | 19 |
|
|
2022
Q3 | $819K | Hold |
6,059
| – | – | 0.92% | 14 |
|
|
2022
Q2 | $869K | Sell |
6,059
-434
| -7% | -$62.2K | 0.94% | 13 |
|
|
2022
Q1 | $1.05M | Buy |
6,493
+2
| +0% | +$324 | 1.14% | 11 |
|
|
2021
Q4 | $1.12M | Buy |
+6,491
| New | +$1.12M | 1.1% | 11 |
|