Ironwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-190
| Closed | -$29K | – | 529 |
|
|
2021
Q3 | $29K | Hold |
190
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $29K | Hold |
190
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $28K | Hold |
190
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $27K | Hold |
190
| – | – | 0.01% | 211 |
|
|
2020
Q3 | $24K | Hold |
190
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $22K | Hold |
190
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $20K | Sell |
190
-240
| -56% | -$25.3K | 0.01% | 152 |
|
|
2019
Q4 | $54K | Hold |
430
| – | – | 0.02% | 107 |
|
|
2019
Q3 | $51K | Hold |
430
| – | – | 0.02% | 110 |
|
|
2019
Q2 | $50K | Hold |
430
| – | – | 0.02% | 111 |
|
|
2019
Q1 | $47K | Hold |
430
| – | – | 0.02% | 115 |
|
|
2018
Q4 | $42K | Hold |
430
| – | – | 0.02% | 113 |
|
|
2018
Q3 | $48K | Hold |
430
| – | – | 0.03% | 114 |
|
|
2018
Q2 | $44K | Buy |
430
+390
| +975% | +$39.9K | 0.03% | 93 |
|
|
2018
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 217 |
|
|
2017
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 220 |
|
|
2017
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 228 |
|
|
2017
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 223 |
|
|
2017
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 222 |
|
|
2016
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 235 |
|
|
2016
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 237 |
|
|
2016
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 238 |
|