M. Kulyk & Associates’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 | – | Sell |
-2,364
| Closed | -$384K | – | 107 |
|
|
2023
Q2 | $384K | Buy |
+2,364
| New | +$384K | 0.11% | 81 |
|
|
2022
Q3 | – | Sell |
-3,556
| Closed | -$510K | – | 101 |
|
|
2022
Q2 | $510K | Buy |
3,556
+12
| +0.3% | +$1.72K | 0.16% | 65 |
|
|
2022
Q1 | $575K | Hold |
3,544
| – | – | 0.16% | 62 |
|
|
2021
Q4 | $609K | Buy |
3,544
+462
| +15% | +$79.4K | 0.16% | 56 |
|
|
2021
Q3 | $473K | Hold |
3,082
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $477K | Hold |
3,082
| – | – | 0.17% | 49 |
|
|
2021
Q1 | $453K | Buy |
+3,082
| New | +$453K | 0.17% | 55 |
|