New England Guild Wealth Advisors’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 | $2.22M | Buy |
14,609
+1
| +0% | +$152 | 1.17% | 22 |
|
|
2022
Q3 | $1.97M | Sell |
14,608
-566
| -4% | -$76.5K | 1.19% | 25 |
|
|
2022
Q2 | $2.18M | Sell |
15,174
-465
| -3% | -$66.7K | 1.34% | 25 |
|
|
2022
Q1 | $2.54M | Buy |
15,639
+1
| +0% | +$162 | 1.34% | 24 |
|
|
2021
Q4 | $2.69M | Buy |
15,638
+926
| +6% | +$159K | 1.34% | 23 |
|
|
2021
Q3 | $2.26M | Sell |
14,712
-824
| -5% | -$127K | 1.2% | 27 |
|
|
2021
Q2 | $2.41M | Sell |
15,536
-540
| -3% | -$83.6K | 1.3% | 24 |
|
|
2021
Q1 | $2.36M | Sell |
16,076
-1,262
| -7% | -$186K | 1.33% | 23 |
|
|
2020
Q4 | $2.45M | Buy |
17,338
+1
| +0% | +$141 | 1.45% | 23 |
|
|
2020
Q3 | $2.23M | Sell |
17,337
-505
| -3% | -$65K | 1.56% | 21 |
|
|
2020
Q2 | $2.09M | Sell |
17,842
-1,837
| -9% | -$215K | 1.54% | 21 |
|
|
2020
Q1 | $2.04M | Buy |
19,679
+6,843
| +53% | +$708K | 1.83% | 18 |
|
|
2019
Q4 | $1.6M | Sell |
12,836
-1,713
| -12% | -$214K | 1.15% | 25 |
|
|
2019
Q3 | $1.74M | Buy |
14,549
+187
| +1% | +$22.4K | 1.25% | 24 |
|
|
2019
Q2 | $1.65M | Sell |
14,362
-13
| -0.1% | -$1.5K | 1.23% | 24 |
|
|
2019
Q1 | $1.58M | Buy |
14,375
+510
| +4% | +$55.9K | 1.19% | 24 |
|
|
2018
Q4 | $1.36M | Sell |
13,865
-28
| -0.2% | -$2.74K | 1.14% | 26 |
|
|
2018
Q3 | $1.54M | Sell |
13,893
-530
| -4% | -$58.7K | 1.39% | 21 |
|
|
2018
Q2 | $1.47M | Buy |
14,423
+6
| +0% | +$610 | 1.34% | 20 |
|
|
2018
Q1 | $1.46M | Sell |
14,417
-149
| -1% | -$15.1K | 1.38% | 20 |
|
|
2017
Q4 | $1.49M | Buy |
+14,566
| New | +$1.49M | 1.42% | 20 |
|