HGWM
Harvest Group Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,158
| Closed | -$164K | – | 694 |
|
|
2020
Q4 | $164K | Sell |
1,158
-139
| -11% | -$19.7K | 0.1% | 47 |
|
|
2020
Q3 | $167K | Buy |
1,297
+5
| +0.4% | +$644 | 0.12% | 44 |
|
|
2020
Q2 | $151K | Sell |
1,292
-143
| -10% | -$16.7K | 0.13% | 42 |
|
|
2020
Q1 | $148K | Hold |
1,435
| – | – | 0.15% | 42 |
|
|
2019
Q4 | $178K | Hold |
1,435
| – | – | 0.16% | 38 |
|
|
2019
Q3 | $172K | Buy |
1,435
+1,377
| +2,374% | +$165K | 0.21% | 30 |
|
|
2019
Q2 | $6K | Buy |
58
+21
| +57% | +$2.17K | 0.01% | 328 |
|
|
2019
Q1 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 454 |
|