Kings Point Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $731K | Sell |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $704K | Sell |
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|
2021
Q2 | $711K | Hold |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $711K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $263K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $15K | Buy |
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