Gallagher Fiduciary Advisors’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
Q3 | – | Sell |
-1,109
| Closed | -$202K | – | 302 |
|
|
2024
Q2 | $202K | Sell |
1,109
-169
| -13% | -$30.9K | 0.05% | 236 |
|
|
2024
Q1 | $233K | Hold |
1,278
| – | – | 0.01% | 169 |
|
|
2023
Q4 | $218K | Buy |
+1,278
| New | +$218K | 0.01% | 171 |
|
|
2023
Q3 | – | Sell |
-1,335
| Closed | -$217K | – | 218 |
|
|
2023
Q2 | $217K | Sell |
1,335
-156
| -10% | -$25.3K | 0.02% | 201 |
|
|
2023
Q1 | $230K | Buy |
+1,491
| New | +$230K | 0.02% | 181 |
|