Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $863K | Buy |
9,600
+1,282
| +15% | +$115K | 0.29% | 91 |
|
|
2016
Q4 | $709K | Buy |
8,318
+1,506
| +22% | +$128K | 0.26% | 97 |
|
|
2016
Q3 | $572K | Buy |
6,812
+1,928
| +39% | +$162K | 0.2% | 110 |
|
|
2016
Q2 | $407K | Sell |
4,884
-1,083
| -18% | -$90.3K | 0.16% | 130 |
|
|
2016
Q1 | $485K | Sell |
5,967
-114
| -2% | -$9.27K | 0.2% | 104 |
|
|
2015
Q4 | $473K | Sell |
6,081
-840
| -12% | -$65.3K | 0.2% | 99 |
|
|
2015
Q3 | $510K | Sell |
6,921
-242
| -3% | -$17.8K | 0.22% | 91 |
|
|
2015
Q2 | $563K | Sell |
7,163
-319
| -4% | -$25.1K | 0.22% | 95 |
|
|
2015
Q1 | $602K | Buy |
+7,482
| New | +$602K | 0.25% | 93 |
|