Forte Capital’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
Q4
Sell
-1,331
Closed -$264K 241
2024
Q3
$264K Sell
1,331
-394
-23% -$78K 0.03% 215
2024
Q2
$315K Sell
1,725
-452
-21% -$82.5K 0.04% 191
2024
Q1
$398K Sell
2,177
-54
-2% -$9.86K 0.05% 174
2023
Q4
$380K Buy
+2,231
New +$380K 0.05% 167