Madison Wealth Management’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 | $708K | Buy |
4,556
+35
| +0.8% | +$5.44K | 0.15% | 103 |
|
|
2023
Q2 | $734K | Sell |
4,521
-2
| -0% | -$325 | 0.15% | 103 |
|
|
2023
Q1 | $697K | Sell |
4,523
-207
| -4% | -$31.9K | 0.15% | 102 |
|
|
2022
Q4 | $718K | Buy |
4,730
+1,769
| +60% | +$269K | 0.16% | 98 |
|
|
2022
Q3 | $400K | Sell |
2,961
-683
| -19% | -$92.3K | 0.1% | 117 |
|
|
2022
Q2 | $523K | Buy |
3,644
+512
| +16% | +$73.5K | 0.13% | 108 |
|
|
2022
Q1 | $508K | Buy |
3,132
+16
| +0.5% | +$2.6K | 0.11% | 111 |
|
|
2021
Q4 | $535K | Buy |
3,116
+101
| +3% | +$17.3K | 0.11% | 110 |
|
|
2021
Q3 | $463K | Buy |
3,015
+22
| +0.7% | +$3.38K | 0.1% | 113 |
|
|
2021
Q2 | $463K | Buy |
2,993
+56
| +2% | +$8.66K | 0.1% | 111 |
|
|
2021
Q1 | $432K | Buy |
2,937
+2
| +0.1% | +$294 | 0.11% | 108 |
|
|
2020
Q4 | $414K | Buy |
+2,935
| New | +$414K | 0.11% | 104 |
|