Leo H. Evart Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.87M | Sell |
18,478
-1,781
| -9% | -$277K | 4.41% | 7 |
|
|
2023
Q2 | $3.29M | Sell |
20,259
-364
| -2% | -$59.1K | 4.57% | 7 |
|
|
2023
Q1 | $3.18M | Sell |
20,623
-1,821
| -8% | -$280K | 4.64% | 7 |
|
|
2022
Q4 | $3.41M | Sell |
22,444
-12
| -0.1% | -$1.82K | 5.15% | 6 |
|
|
2022
Q3 | $3.04M | Sell |
22,456
-1,013
| -4% | -$137K | 4.62% | 8 |
|
|
2022
Q2 | $3.37M | Buy |
23,469
+368
| +2% | +$52.8K | 4.09% | 8 |
|
|
2022
Q1 | $3.75M | Buy |
23,101
+100
| +0.4% | +$16.2K | 3.87% | 8 |
|
|
2021
Q4 | $3.95M | Buy |
+23,001
| New | +$3.95M | 3.85% | 9 |
|