Milestone Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,450
| Closed | -$223K | – | 72 |
|
|
2023
Q1 | $223K | Hold |
1,450
| – | – | 0.21% | 64 |
|
|
2022
Q4 | $220K | Buy |
+1,450
| New | +$220K | 0.16% | 68 |
|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$210K | – | 74 |
|
|
2022
Q2 | $210K | Hold |
1,450
| – | – | 0.17% | 69 |
|
|
2022
Q1 | $235K | Buy |
+1,450
| New | +$235K | 0.13% | 76 |
|