Lighthouse Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $875K | Sell |
5,951
-1,062
| -15% | -$156K | 0.27% | 69 |
|
|
2020
Q4 | $990K | Buy |
7,013
+59
| +0.8% | +$8.33K | 0.34% | 67 |
|
|
2020
Q3 | $894K | Buy |
6,954
+32
| +0.5% | +$4.11K | 0.34% | 59 |
|
|
2020
Q2 | $811K | Buy |
6,922
+510
| +8% | +$59.8K | 0.34% | 60 |
|
|
2020
Q1 | $663K | Sell |
6,412
-321
| -5% | -$33.2K | 0.4% | 56 |
|
|
2019
Q4 | $839K | Buy |
+6,733
| New | +$839K | 0.39% | 56 |
|