Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-84,480
| Closed | -$13.8M | – | 429 |
|
|
2022
Q1 | $13.8M | Buy |
84,480
+3,693
| +5% | +$602K | 9.49% | 3 |
|
|
2021
Q4 | $13.9M | Buy |
80,787
+4,277
| +6% | +$735K | 9.48% | 3 |
|
|
2021
Q3 | $11.8M | Buy |
76,510
+10,053
| +15% | +$1.54M | 8.59% | 3 |
|
|
2021
Q2 | $10.3M | Buy |
66,457
+4,540
| +7% | +$703K | 7.75% | 4 |
|
|
2021
Q1 | $9.11M | Buy |
61,917
+2,936
| +5% | +$432K | 7.52% | 4 |
|
|
2020
Q4 | $8.33M | Buy |
+58,981
| New | +$8.33M | 7.48% | 4 |
|