Goldstein 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
2023
Q4
Sell
-1,400
Closed -$218K 182
2023
Q3
$218K Buy
1,400
+18
+1% +$2.8K 0.05% 132
2023
Q2
$224K Sell
1,382
-170
-11% -$27.6K 0.05% 132
2023
Q1
$239K Buy
+1,552
New +$239K 0.05% 118