Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $355K | Sell |
1,815
-706
| -28% | -$138K | 0.27% | 65 |
|
|
2024
Q3 | $499K | Sell |
2,521
-4
| -0.2% | -$792 | 0.15% | 139 |
|
|
2024
Q2 | $461K | Sell |
2,525
-91
| -3% | -$16.6K | 0.13% | 146 |
|
|
2024
Q1 | $478K | Buy |
2,616
+88
| +3% | +$16.1K | 0.14% | 141 |
|
|
2023
Q4 | $430K | Sell |
2,528
-5,183
| -67% | -$882K | 0.14% | 134 |
|
|
2023
Q3 | $1.2M | Buy |
+7,711
| New | +$1.2M | 0.43% | 49 |
|
|
2023
Q1 | $1.73M | Buy |
+11,250
| New | +$1.73M | 0.67% | 26 |
|
|
2022
Q4 | – | Sell |
-11,796
| Closed | -$1.59M | – | 1118 |
|
|
2022
Q3 | $1.59M | Sell |
11,796
-163
| -1% | -$22K | 0.66% | 30 |
|
|
2022
Q2 | $1.72M | Sell |
11,959
-4,841
| -29% | -$695K | 0.77% | 28 |
|
|
2022
Q1 | $2.72M | Sell |
16,800
-2,325
| -12% | -$377K | 1.1% | 20 |
|
|
2021
Q4 | $3.29M | Buy |
+19,125
| New | +$3.29M | 1.22% | 15 |
|