JOYN Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,223
| Closed | -$120K | – | 1364 |
|
|
2018
Q4 | $120K | Hold |
1,223
| – | – | 0.03% | 169 |
|
|
2018
Q3 | $135K | Hold |
1,223
| – | – | 0.03% | 174 |
|
|
2018
Q2 | $124K | Sell |
1,223
-1,153
| -49% | -$117K | 0.03% | 188 |
|
|
2018
Q1 | $240K | Sell |
2,376
-1,025
| -30% | -$104K | 0.05% | 114 |
|
|
2017
Q4 | $347K | Buy |
+3,401
| New | +$347K | 0.07% | 114 |
|