IAM Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,024
| Closed | -$490K | – | 91 |
|
|
2022
Q1 | $490K | Buy |
3,024
+13
| +0.4% | +$2.11K | 0.2% | 59 |
|
|
2021
Q4 | $506K | Sell |
3,011
-188
| -6% | -$31.6K | 0.2% | 59 |
|
|
2021
Q3 | $500K | Buy |
+3,199
| New | +$500K | 0.21% | 59 |
|
|
2021
Q2 | – | Sell |
-1,639
| Closed | -$253K | – | 101 |
|
|
2021
Q1 | $253K | Buy |
+1,639
| New | +$253K | 0.11% | 61 |
|