Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.15M | Buy |
6,489
+4,326
| +200% | +$769K | 0.24% | 39 |
|
|
2023
Q4 | $369K | Hold |
2,163
| – | – | 0.23% | 38 |
|
|
2023
Q3 | $336K | Hold |
2,163
| – | – | 0.24% | 41 |
|
|
2023
Q2 | $351K | Hold |
2,163
| – | – | 0.24% | 39 |
|
|
2023
Q1 | $333K | Hold |
2,163
| – | – | 0.24% | 39 |
|
|
2022
Q4 | $329K | Hold |
2,163
| – | – | 0.25% | 39 |
|
|
2022
Q3 | $292K | Hold |
2,163
| – | – | 0.25% | 40 |
|
|
2022
Q2 | $310K | Hold |
2,163
| – | – | 0.24% | 39 |
|
|
2022
Q1 | $351K | Hold |
2,163
| – | – | 0.23% | 40 |
|
|
2021
Q4 | $372K | Hold |
2,163
| – | – | 0.23% | 40 |
|
|
2021
Q3 | $332K | Hold |
2,163
| – | – | 0.2% | 42 |
|
|
2021
Q2 | $335K | Hold |
2,163
| – | – | 0.2% | 41 |
|
|
2021
Q1 | $318K | Hold |
2,163
| – | – | 0.2% | 43 |
|
|
2020
Q4 | $305K | Hold |
2,163
| – | – | 0.21% | 40 |
|
|
2020
Q3 | $278K | Hold |
2,163
| – | – | 0.21% | 37 |
|
|
2020
Q2 | $254K | Hold |
2,163
| – | – | 0.2% | 40 |
|
|
2020
Q1 | $224K | Hold |
2,163
| – | – | 0.21% | 37 |
|
|
2019
Q4 | $270K | Hold |
2,163
| – | – | 0.2% | 35 |
|
|
2019
Q3 | $259K | Hold |
2,163
| – | – | 0.21% | 33 |
|
|
2019
Q2 | $249K | Hold |
2,163
| – | – | 0.19% | 33 |
|
|
2019
Q1 | $237K | Hold |
2,163
| – | – | 0.18% | 33 |
|
|
2018
Q4 | $212K | Hold |
2,163
| – | – | 0.2% | 31 |
|
|
2018
Q3 | $239K | Buy |
2,163
+12
| +0.6% | +$1.33K | 0.2% | 33 |
|
|
2018
Q2 | $219K | Hold |
2,151
| – | – | 0.19% | 34 |
|
|
2018
Q1 | $217K | Buy |
2,151
+8
| +0.4% | +$809 | 0.19% | 35 |
|
|
2017
Q4 | $219K | Buy |
+2,143
| New | +$219K | 0.2% | 35 |
|