FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,207
| Closed | -$332K | – | 45 |
|
|
2020
Q1 | $332K | Sell |
3,207
-142,992
| -98% | -$14.8M | 0.12% | 29 |
|
|
2019
Q4 | $18.2M | Sell |
146,199
-117,772
| -45% | -$14.7M | 4.91% | 7 |
|
|
2019
Q3 | $31.6M | Buy |
263,971
+18,192
| +7% | +$2.18M | 11.21% | 3 |
|
|
2019
Q2 | $28.3M | Sell |
245,779
-15,220
| -6% | -$1.75M | 11.7% | 2 |
|
|
2019
Q1 | $28.6M | Buy |
260,999
+9,954
| +4% | +$1.09M | 9.71% | 3 |
|
|
2018
Q4 | $24.6M | Buy |
+251,045
| New | +$24.6M | 9.15% | 2 |
|