Forbes Financial Planning’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 |
-37,752
| Closed | -$5.1M | – | 35 |
|
|
2022
Q4 | $5.1M | Hold |
37,752
| – | – | 7.42% | 4 |
|
|
2022
Q3 | $5.1M | Buy |
37,752
+1,259
| +3% | +$170K | 7.42% | 4 |
|
|
2022
Q2 | $5.22M | Sell |
36,493
-5,158
| -12% | -$738K | 7.49% | 3 |
|
|
2022
Q1 | $6.75M | Sell |
41,651
-1,012
| -2% | -$164K | 8.41% | 4 |
|
|
2021
Q4 | $7.34M | Buy |
+42,663
| New | +$7.34M | 7.23% | 3 |
|