Monument Capital 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
Q2 | – | Sell |
-67,089
| Closed | -$10.3M | – | 175 |
|
|
2023
Q1 | $10.3M | Sell |
67,089
-59,932
| -47% | -$9.23M | 3.46% | 5 |
|
|
2022
Q4 | $19.3M | Buy |
127,021
+11,310
| +10% | +$1.72M | 6.6% | 2 |
|
|
2022
Q3 | $15.6M | Buy |
115,711
+67,119
| +138% | +$9.07M | 5.87% | 2 |
|
|
2022
Q2 | $6.97M | Sell |
48,592
-80,981
| -62% | -$11.6M | 2.63% | 4 |
|
|
2022
Q1 | $21M | Buy |
129,573
+51,904
| +67% | +$8.42M | 6.81% | 2 |
|
|
2021
Q4 | $13.3M | Buy |
77,669
+731
| +1% | +$126K | 4.14% | 3 |
|
|
2021
Q3 | $11.8M | Buy |
76,938
+37,921
| +97% | +$5.82M | 4.02% | 5 |
|
|
2021
Q2 | $6.04M | Sell |
39,017
-31,826
| -45% | -$4.93M | 2.09% | 7 |
|
|
2021
Q1 | $10.4M | Buy |
70,843
+59,178
| +507% | +$8.7M | 4.18% | 4 |
|
|
2020
Q4 | $1.65M | Sell |
11,665
-14,362
| -55% | -$2.03M | 0.76% | 64 |
|
|
2020
Q3 | $3.35M | Buy |
26,027
+16,586
| +176% | +$2.13M | 1.77% | 7 |
|
|
2020
Q2 | $1.11M | Buy |
+9,441
| New | +$1.11M | 0.65% | 65 |
|