Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $219K | Sell |
1,424
-100
| -7% | -$15.4K | 0.09% | 122 |
|
|
2021
Q2 | $236K | Sell |
1,524
-28
| -2% | -$4.34K | 0.09% | 116 |
|
|
2021
Q1 | $228K | Hold |
1,552
| – | – | 0.1% | 118 |
|
|
2020
Q4 | $219K | Sell |
1,552
-72
| -4% | -$10.2K | 0.09% | 116 |
|
|
2020
Q3 | $209K | Buy |
+1,624
| New | +$209K | 0.1% | 109 |
|
|
2020
Q1 | – | Sell |
-1,684
| Closed | -$210K | – | 119 |
|
|
2019
Q4 | $210K | Sell |
1,684
-85
| -5% | -$10.6K | 0.11% | 110 |
|
|
2019
Q3 | $212K | Sell |
1,769
-1,200
| -40% | -$144K | 0.13% | 105 |
|
|
2019
Q2 | $342K | Hold |
2,969
| – | – | 0.2% | 84 |
|
|
2019
Q1 | $326K | Buy |
+2,969
| New | +$326K | 0.19% | 87 |
|