Heartwood Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,384
| Closed | -$357K | – | 90 |
|
|
2020
Q4 | $357K | Hold |
4,384
| – | – | 0.06% | 65 |
|
|
2020
Q3 | $316K | Hold |
4,384
| – | – | 0.06% | 63 |
|
|
2020
Q2 | $294K | Hold |
4,384
| – | – | 0.06% | 59 |
|
|
2020
Q1 | $256K | Buy |
4,384
+1,200
| +38% | +$70.1K | 0.06% | 56 |
|
|
2019
Q4 | $229K | Buy |
+3,184
| New | +$229K | 0.04% | 75 |
|