FirstPurpose Wealth’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 | $1.06M | Buy |
5,956
+1,626
| +38% | +$289K | 0.38% | 44 |
|
|
2023
Q4 | $738K | Buy |
4,330
+502
| +13% | +$85.5K | 0.28% | 66 |
|
|
2023
Q3 | $595K | Sell |
3,828
-316
| -8% | -$49.1K | 0.26% | 72 |
|
|
2023
Q2 | $673K | Buy |
4,144
+855
| +26% | +$139K | 0.29% | 61 |
|
|
2023
Q1 | $507K | Buy |
3,289
+196
| +6% | +$30.2K | 0.25% | 78 |
|
|
2022
Q4 | $470K | Buy |
3,093
+37
| +1% | +$5.62K | 0.26% | 73 |
|
|
2022
Q3 | $413K | Buy |
3,056
+434
| +17% | +$58.7K | 0.27% | 68 |
|
|
2022
Q2 | $376K | Sell |
2,622
-1,484
| -36% | -$213K | 0.25% | 73 |
|
|
2022
Q1 | $666K | Buy |
4,106
+922
| +29% | +$150K | 0.52% | 45 |
|
|
2021
Q4 | $547K | Buy |
+3,184
| New | +$547K | 0.34% | 55 |
|