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 |
|