Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $914K | Sell |
8,841
-34
| -0.4% | -$3.52K | 0.34% | 38 |
|
|
2019
Q4 | $1.11M | Sell |
8,875
-1,515
| -15% | -$189K | 0.38% | 36 |
|
|
2019
Q3 | $1.24M | Buy |
10,390
+255
| +3% | +$30.5K | 0.48% | 28 |
|
|
2019
Q2 | $1.17M | Sell |
10,135
-250
| -2% | -$28.8K | 0.51% | 26 |
|
|
2019
Q1 | $1.14M | Sell |
10,385
-277
| -3% | -$30.4K | 0.56% | 25 |
|
|
2018
Q4 | $1.04M | Sell |
10,662
-4,789
| -31% | -$469K | 0.57% | 25 |
|
|
2018
Q3 | $1.71M | Sell |
15,451
-779
| -5% | -$86.2K | 1.31% | 13 |
|
|
2018
Q2 | $1.65M | Sell |
16,230
-2,187
| -12% | -$222K | 1.5% | 12 |
|
|
2018
Q1 | $1.86M | Sell |
18,417
-2,757
| -13% | -$279K | 1.83% | 10 |
|
|
2017
Q4 | $2.16M | Buy |
+21,174
| New | +$2.16M | 2.38% | 8 |
|