Janiczek 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 | $74.7K | Hold |
409
| – | – | 0.02% | 342 |
|
|
2024
Q1 | $74.7K | Buy |
409
+204
| +100% | +$37.3K | 0.02% | 343 |
|
|
2023
Q4 | $35K | Hold |
205
| – | – | 0.01% | 452 |
|
|
2023
Q3 | $31.9K | Hold |
205
| – | – | 0.01% | 440 |
|
|
2023
Q2 | $33.3K | Sell |
205
-20
| -9% | -$3.25K | 0.01% | 373 |
|
|
2023
Q1 | $35.1K | Sell |
225
-156
| -41% | -$24.3K | 0.01% | 359 |
|
|
2022
Q4 | $59.5K | Sell |
381
-2
| -0.5% | -$312 | 0.02% | 288 |
|
|
2022
Q3 | $52K | Hold |
383
| – | – | 0.02% | 298 |
|
|
2022
Q2 | $59K | Buy |
383
+226
| +144% | +$34.8K | 0.02% | 283 |
|
|
2022
Q1 | $25K | Hold |
157
| – | – | 0.01% | 416 |
|
|
2021
Q4 | $27K | Hold |
157
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $24K | Hold |
157
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $24K | Buy |
157
+139
| +772% | +$21.2K | 0.01% | 391 |
|
|
2021
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 716 |
|
|
2020
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 657 |
|
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 135 |
|
|
2019
Q4 | $2K | Sell |
18
-7
| -28% | -$778 | ﹤0.01% | 137 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 136 |
|
|
2019
Q2 | $3K | Sell |
25
-115
| -82% | -$13.8K | ﹤0.01% | 162 |
|
|
2019
Q1 | $15K | Hold |
140
| – | – | 0.01% | 104 |
|
|
2018
Q4 | $14K | Hold |
140
| – | – | 0.01% | 101 |
|
|
2018
Q3 | $15K | Hold |
140
| – | – | 0.01% | 88 |
|
|
2018
Q2 | $14K | Buy |
+140
| New | +$14K | 0.01% | 92 |
|