Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-437
| Closed | -$68K | – | 539 |
|
|
2021
Q2 | $68K | Buy |
+437
| New | +$68K | 0.02% | 267 |
|
|
2019
Q2 | – | Sell |
-410
| Closed | -$45K | – | 447 |
|
|
2019
Q1 | $45K | Hold |
410
| – | – | 0.03% | 233 |
|
|
2018
Q4 | $40K | Buy |
410
+1
| +0.2% | +$98 | 0.03% | 235 |
|
|
2018
Q3 | $45K | Hold |
409
| – | – | 0.03% | 239 |
|
|
2018
Q2 | $42K | Hold |
409
| – | – | 0.03% | 256 |
|
|
2018
Q1 | $41K | Sell |
409
-124
| -23% | -$12.4K | 0.03% | 247 |
|
|
2017
Q4 | $55K | Buy |
+533
| New | +$55K | 0.04% | 210 |
|