OptiFour Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $269K | Sell |
2,161
-36
| -2% | -$4.48K | 0.18% | 63 |
|
|
2019
Q3 | $263K | Hold |
2,197
| – | – | 0.19% | 61 |
|
|
2019
Q2 | $253K | Sell |
2,197
-52
| -2% | -$5.99K | 0.18% | 69 |
|
|
2019
Q1 | $247K | Sell |
2,249
-42
| -2% | -$4.61K | 0.2% | 42 |
|
|
2018
Q4 | $224K | Sell |
2,291
-4,058
| -64% | -$397K | 0.2% | 41 |
|
|
2018
Q3 | $703K | Sell |
6,349
-30
| -0.5% | -$3.32K | 0.58% | 20 |
|
|
2018
Q2 | $648K | Hold |
6,379
| – | – | 0.56% | 19 |
|
|
2018
Q1 | $645K | Sell |
6,379
-108
| -2% | -$10.9K | 0.54% | 23 |
|
|
2017
Q4 | $662K | Buy |
+6,487
| New | +$662K | 0.55% | 24 |
|