Neumann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,636
| Closed | -$221K | – | 91 |
|
|
2022
Q3 | $221K | Hold |
1,636
| – | – | 0.11% | 85 |
|
|
2022
Q2 | $235K | Sell |
1,636
-136
| -8% | -$19.5K | 0.12% | 77 |
|
|
2022
Q1 | $287K | Hold |
1,772
| – | – | 0.12% | 80 |
|
|
2021
Q4 | $304K | Hold |
1,772
| – | – | 0.12% | 79 |
|
|
2021
Q3 | $272K | Hold |
1,772
| – | – | 0.12% | 77 |
|
|
2021
Q2 | $274K | Hold |
1,772
| – | – | 0.12% | 76 |
|
|
2021
Q1 | $261K | Sell |
1,772
-358
| -17% | -$52.7K | 0.12% | 72 |
|
|
2020
Q4 | $301K | Buy |
2,130
+494
| +30% | +$69.8K | 0.15% | 67 |
|
|
2020
Q3 | $211K | Buy |
+1,636
| New | +$211K | 0.12% | 73 |
|