ICA Group Wealth Management’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
Q2 | $537K | Sell |
2,941
-7,503
| -72% | -$1.37M | 0.32% | 48 |
|
|
2024
Q1 | $1.91M | Buy |
10,444
+1,799
| +21% | +$329K | 0.38% | 51 |
|
|
2023
Q4 | $1.47M | Buy |
8,645
+3,065
| +55% | +$522K | 0.33% | 64 |
|
|
2023
Q3 | $867K | Buy |
5,580
+605
| +12% | +$94K | 0.24% | 86 |
|
|
2023
Q2 | $808K | Sell |
4,975
-539
| -10% | -$87.5K | 0.2% | 95 |
|
|
2023
Q1 | $849K | Buy |
5,514
+1,320
| +31% | +$203K | 0.2% | 106 |
|
|
2022
Q4 | $639K | Sell |
4,194
-67
| -2% | -$10.2K | 0.15% | 136 |
|
|
2022
Q3 | $576K | Buy |
4,261
+75
| +2% | +$10.1K | 0.12% | 170 |
|
|
2022
Q2 | $660K | Sell |
4,186
-359
| -8% | -$56.6K | 0.12% | 161 |
|
|
2022
Q1 | $696K | Buy |
+4,545
| New | +$696K | 0.13% | 154 |
|