Norwood Financial’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
2024
Q1
$1.13M Sell
6,210
-180
-3% -$32.9K 1.64% 11
2023
Q4
$1.09M Sell
6,390
-379
-6% -$64.6K 1.65% 10
2023
Q3
$1.05M Sell
6,769
-323
-5% -$50.2K 1.7% 12
2023
Q2
$1.15M Sell
7,092
-1
-0% -$162 1.72% 10
2023
Q1
$1.09M Sell
7,093
-260
-4% -$40K 1.73% 11
2022
Q4
$1.12M Sell
7,353
-25
-0.3% -$3.8K 1.76% 9
2022
Q3
$997K Sell
7,378
-101
-1% -$13.6K 1.77% 11
2022
Q2
$1.07M Sell
7,479
-275
-4% -$39.5K 1.83% 9
2022
Q1
$1.26M Sell
7,754
-1,068
-12% -$173K 1.83% 11
2021
Q4
$1.52M Buy
+8,822
New +$1.52M 2.1% 9