Gyroscope Capital Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $544K | Hold |
3,500
| – | – | 0.12% | 117 |
|
|
2023
Q2 | $569K | Hold |
3,500
| – | – | 0.13% | 106 |
|
|
2023
Q1 | $539K | Hold |
3,500
| – | – | 0.14% | 112 |
|
|
2022
Q4 | $531K | Hold |
3,500
| – | – | 0.16% | 92 |
|
|
2022
Q3 | $473K | Sell |
3,500
-100
| -3% | -$13.5K | 0.18% | 90 |
|
|
2022
Q2 | $516K | Sell |
3,600
-1,885
| -34% | -$270K | 0.18% | 88 |
|
|
2022
Q1 | $889K | Hold |
5,485
| – | – | 0.31% | 67 |
|
|
2021
Q4 | $942K | Hold |
5,485
| – | – | 0.33% | 64 |
|
|
2021
Q3 | $842K | Sell |
5,485
-15
| -0.3% | -$2.3K | 0.32% | 67 |
|
|
2021
Q2 | $851K | Sell |
5,500
-100
| -2% | -$15.5K | 0.3% | 63 |
|
|
2021
Q1 | $824K | Buy |
+5,600
| New | +$824K | 0.33% | 62 |
|