New Legacy Group’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 | $299K | Hold |
1,923
| – | – | 0.82% | 22 |
|
|
2023
Q2 | $312K | Hold |
1,923
| – | – | 0.79% | 22 |
|
|
2023
Q1 | $296K | Hold |
1,923
| – | – | 0.84% | 22 |
|
|
2022
Q4 | $292K | Hold |
1,923
| – | – | 0.91% | 22 |
|
|
2022
Q3 | $260K | Hold |
1,923
| – | – | 0.67% | 22 |
|
|
2022
Q2 | $276K | Hold |
1,923
| – | – | 0.56% | 23 |
|
|
2022
Q1 | $312K | Sell |
1,923
-1,323
| -41% | -$215K | 0.12% | 26 |
|
|
2021
Q4 | $557K | Buy |
+3,246
| New | +$557K | 0.11% | 19 |
|