Kades & Cheifetz’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
Q4 | $11.2M | Buy |
57,053
+1,737
| +3% | +$340K | 5.72% | 2 |
|
|
2024
Q3 | $11M | Buy |
55,316
+5,499
| +11% | +$1.09M | 6.28% | 2 |
|
|
2024
Q2 | $9.09M | Sell |
49,817
-378
| -0.8% | -$69K | 5.72% | 3 |
|
|
2024
Q1 | $9.17M | Buy |
50,195
+1,735
| +4% | +$317K | 5.87% | 2 |
|
|
2023
Q4 | $8.26M | Buy |
48,460
+1,358
| +3% | +$231K | 5.85% | 3 |
|
|
2023
Q3 | $7.32M | Buy |
47,102
+2,962
| +7% | +$460K | 5.79% | 3 |
|
|
2023
Q2 | $7.17M | Buy |
44,140
+1,151
| +3% | +$187K | 5.5% | 4 |
|
|
2023
Q1 | $6.62M | Buy |
42,989
+3,122
| +8% | +$481K | 5.22% | 4 |
|
|
2022
Q4 | $6.05M | Buy |
+39,867
| New | +$6.05M | 5.06% | 4 |
|