Life Planning Partners’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
Q1 | – | Sell |
-248
| Closed | -$42.3K | – | 237 |
|
|
2023
Q4 | $42.3K | Buy |
+248
| New | +$42.3K | 0.04% | 111 |
|
|
2022
Q3 | $33.5K | Hold |
248
| – | – | 0.04% | 100 |
|
|
2022
Q2 | $36K | Sell |
248
-79
| -24% | -$11.5K | 0.04% | 101 |
|
|
2022
Q1 | $53K | Hold |
327
| – | – | 0.05% | 87 |
|
|
2021
Q4 | $56K | Buy |
+327
| New | +$56K | 0.06% | 85 |
|