Paul John Balson’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
2020
Q4
$2.88M Buy
20,388
+1,096
+6% +$155K 0.59% 12
2020
Q3
$2.48M Sell
19,292
-1,777
-8% -$229K 0.61% 10
2020
Q2
$2.47M Sell
21,069
-638
-3% -$74.8K 0.93% 9
2020
Q1
$2.24M Buy
+21,707
New +$2.24M 1.2% 7